Self-Employed Estate Planning Consultant

CO-OP; Coventry; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading consultancy service is seeking experienced estate planning consultants across the UK. This role offers the flexibility to manage your own workload and potential for uncapped commission-based earnings. Ideal candidates will have proven experience in estate planning or will writing, and the responsibility to discuss legal planning options with clients. Remote work is supported through video calls and home visits.

Benefits

Uncapped commission-based earnings

Flexibility to manage workload

IT equipment provided

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with an empathetic approach.
• Ability to relay complex legal information clearly.

Responsibilities

• Attend appointments generated by the company.
• Discuss benefits of estate planning products.
• Capture customer instructions using software.

Skills

Estate planning experience

Interpersonal skills

Confidence in presenting

Negotiation skills

IT literacy

Education

IPW or SWW qualification

CILEX qualification

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Overview

We are looking for experienced estate planning consultants to cover various locations across the UK. We are a fast-growing business with strong brand presence and a customer-first approach. If you have the skills we need, you can join our industry-leading team. In this role you will discuss the benefits of our products and services with potential customers, helping them to make informed decisions about their legal planning. As a self-employed consultant you will have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).

Responsibilities

• 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
• Demonstrate proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
• Maintain excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
• Relay complex legal information in a way customers can understand
• Present with confidence and engage audiences effectively
• Consult, influence and negotiate whilst showing enthusiasm for the product and services
• Have practical IT literacy in a remote setting using Microsoft Office and the ability to adapt to custom software
• Hold a full UK driving licence with access to your own vehicle
• Uncapped commission-based earnings

Qualifications

• Proven estate planning or will writing experience (IPW or SWW) or legally qualified through CILEX
• Excellent interpersonal skills with an empathetic approach
• Ability to relay complex legal information clearly
• Confidence in presenting and engaging an audience
• Ability to consult, influence and negotiate while showing enthusiasm for the product and services
• IT-literacy and adaptability to remote tools and custom software
• Full UK driving licence with access to your own vehicle

Benefits

• Uncapped commission-based earnings
• Flexibility to manage your own workload
• IT equipment provided

Location & commute

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.