Self-Employed Estate Planning Consultant

Co-op; Greater London; Remote; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking self-employed Estate Planning Consultants to join their dynamic team. This role offers uncapped commission-based earnings, allowing you to manage your own workload flexibly. You'll engage with clients primarily through video calls and home visits, providing essential legal advice on estate planning. The ideal candidate will possess proven experience in estate planning, excellent interpersonal skills, and the ability to convey complex legal information clearly. Join this fast-growing business and make a meaningful impact in the lives of clients while enjoying the benefits of a supportive and innovative environment.

Benefits

Flexibility to manage your own workload

IT equipment provided

Uncapped commission-based earnings

Qualifications

• Proven estate planning or will-writing experience.
• Trained to IPW or SWW standards, or legally qualified via CILEX.

Responsibilities

• Attend appointments generated by the company.
• Discuss estate planning and legal services including Wills and LPAs.
• Identify customer needs and take instructions accurately.

Skills

Estate Planning

Will-Writing

Interpersonal Skills

Negotiation Skills

Communication Skills

IT Literacy

Education

IPW or SWW Standards Training

CILEX Qualification

Tools

Estate Planning Assistant Software

Microsoft Office

Job description

Join to apply for the Self-Employed Estate Planning Consultant role at Co-op

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Self-employed Estate Planning Consultant

• Uncapped commission-based earnings
• Benefits including the flexibility to manage your own workload and IT equipment provided
• Location: Must live within 1.5 hours of 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 across the UK. Join our fast-growing business with a strong brand presence and high demand for our services. If you have the relevant skills, we offer 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 make informed legal planning decisions. You should demonstrate up-to-date experience and knowledge of key legal principles. As a self-employed consultant, you'll enjoy flexibility to manage your workload. Client appointments are mainly via video calls and local home visits.

Responsibilities

1. Attend appointments generated by the company
2. Gain referrals and self-generate at least 50% of new business
3. Discuss estate planning and legal services including Wills, LPAs, Trusts, and probate
4. Work with Co-op Legal Services to draft legal documents
5. Deliver talks and seminars to community groups on legal products
6. Identify customer needs and take instructions accurately
7. Use our Estate Planning Assistant software to capture instructions

Ideal Candidate

• Proven estate planning or will-writing experience, trained to IPW or SWW standards, or legally qualified via CILEX
• Excellent interpersonal skills with empathy and ability to identify customer needs
• Ability to explain complex legal info clearly
• Confident presenter with engaging communication skills
• Negotiation and influence skills, enthusiasm for our services
• IT literacy in Microsoft Office and ability to adapt to software
• Full UK driving license and own vehicle

We value diversity and welcome applications from everyone.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job functions: Legal and Sales
• Industries: Law Practice and Legal Services