Remote Estate Planning Consultant | Uncapped Commission

Co-op Group; Remote; GBP 100,000 - 125,000; Part time

Job summary

A leading UK advisory firm is looking for a self-employed Estate Planning Consultant to provide legal planning services across the UK. This position allows you to manage your own workload, with client interactions mostly through video calls and home visits. The ideal candidate will have proven estate planning experience and strong interpersonal skills, along with the ability to present complex legal information understandably. A full UK driving license is necessary for client visits.

Benefits

Uncapped commission-based earnings

Flexible workload management

Provided IT equipment

Qualifications

• Experience in estate planning or will writing is critical.
• Excellent interpersonal skills are essential for client interactions.
• Confidence in presenting information is needed.

Responsibilities

• Attend client appointments generated by the company.
• Self-generate at least 50% of new business.
• Discuss various legal services products with potential customers.
• Support from Co-op Legal Services to draft legal documents.

Skills

Estate planning experience

Interpersonal skills

Ability to relay complex information

Presentation skills

Negotiation skills

IT literacy

Driving license

Education

Training to the standard of IPW or SWW

Legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A leading UK advisory firm is looking for a self-employed Estate Planning Consultant to provide legal planning services across the UK. This position allows you to manage your own workload, with client interactions mostly through video calls and home visits. The ideal candidate will have proven estate planning experience and strong interpersonal skills, along with the ability to present complex legal information understandably. A full UK driving license is necessary for client visits.