Remote Self-Employed Will & Estate Planner

Buchan and London Recruitment; Remote; GBP 60,000 - 80,000; Full time

Job summary

A reputable recruitment agency is looking for motivated individuals to join as Will and Estate Planners. In this self-employed role, you will assist clients in choosing appropriate wills and trusts while providing professional guidance to meet their individual needs. Strong communication skills, self-motivation, and respect for mature clients are key qualities. This is a rewarding opportunity to work from home and build your business with the company's support.

Qualifications

• Professional and reliable communicator with strong interpersonal skills.
• Self-motivated and entrepreneurial with a focus on customer relationships.
• Ability to assist clients in making informed decisions during consultations.

Responsibilities

• Help clients choose the right will, trusts, and associated services.
• Take clients' instructions and provide professional guidance.
• Send instructions for legal document preparation.

Skills

Excellent communication skills

Self-motivated and entrepreneurial

Customer focused

Respectful and comfortable with mature clients

Tools

Computer or laptop

Own transport

Phone

Job description

A reputable recruitment agency is looking for motivated individuals to join as Will and Estate Planners. In this self-employed role, you will assist clients in choosing appropriate wills and trusts while providing professional guidance to meet their individual needs. Strong communication skills, self-motivation, and respect for mature clients are key qualities. This is a rewarding opportunity to work from home and build your business with the company's support.