Self-Employed Estate Planning Consultant

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

Job summary

A national estate planning firm is seeking experienced consultants to work across the UK. As a self-employed Estate Planning Consultant, you will engage with clients, discuss legal planning benefits, and manage your own workload. Ideal candidates will have proven estate planning experience, excellent communication skills, and the ability to convey complex information easily. This flexible role offers commission-based earnings with support for legal documentation drafting.

Benefits

Flexible workload management

IT equipment provided

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with an empathetic nature.
• Ability to relay complex legal information understandably.
• Confidence in presenting and engaging audiences.
• Ability to consult, influence and negotiate.
• Practical IT literacy in a remote setting.
• Full UK drivers license with access to a vehicle.

Responsibilities

• Attend appointments generated by the company.
• Self-generate at least 50% of new business.
• Discuss benefits of estate planning and legal services.
• Provide support in drafting legal documents.
• Deliver talks and seminars to community groups.
• Identify customer needs and capture instructions.

Skills

Estate planning experience

Interpersonal skills

Ability to convey legal concepts clearly

Confidence in presentations

Negotiation skills

Practical IT literacy

Education

IPW or SWW training

CILEX qualification

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Self-employed Estate Planning Consultant
Uncapped commission-based earnings
Benefits including the flexibility to manage your own workload and IT equipment provided
For this role you’ll need to live within an hour and a half commute of either: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.

We’re looking for experienced estate planning consultants to cover various locations across the UK. We’re a fast-growing business with huge demand for our services, owing to our customer first approach and strong brand presence. If you have the skills we need, we can offer you a fantastic opportunity to work with our industry leading team.

In this role you’ll discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning. We’ll therefore need you to demonstrate up to date experience and knowledge of key legal principles. As a self-employed consultant you’ll have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).

What you'll do

• attend appointments generated by the company
• gain referrals and self-generate at least 50% of new business
• discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services
• have the support of Co-op Legal Services, an SRA regulated business, to draft legal documents
• deliver talks and seminars arranged by the company to community groups covering later life legal products and services
• work closely with customers to identify needs and take accurate instructions to meet their needs
• capture customers instructions using our in-house Estate Planning Assistant software

This role would suit people who have

• proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
• excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
• the ability to relay complex legal information in a way customers can understand
• confidence when presenting and a natural flare for engaging an audience
• the ability to consult, influence and negotiate whilst showing enthusiasm for the product and services
• practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software
• a full UK drivers license with access to your own vehicle

We're actively building diverse teams and welcome applications from everyone.