Self-Employed Estate Planning Consultant

Co-op; Greater London; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Self-Employed Estate Planning Consultant, where you'll have the flexibility to manage your own workload while benefiting from uncapped commission-based earnings. This role is ideal for experienced estate planning professionals who can engage clients and simplify complex legal concepts. You'll work closely with customers to identify their needs and provide tailored legal solutions, all while being supported by a strong brand presence in the industry. Embrace the opportunity to make a real difference in people's lives while enjoying the autonomy of self-employment.

Benefits

Flexible Work Hours

IT Equipment Provided

Uncapped Commission

Support from Co-op Legal Services

Qualifications

• Proven experience in estate planning or will writing.
• Ability to relay complex legal information understandably.

Responsibilities

• Attend client appointments and generate new business.
• Discuss estate planning benefits and draft legal documents.

Skills

Estate Planning

Interpersonal Skills

Legal Knowledge

Negotiation Skills

IT Literacy

Education

IPW/SWW Training

CILEX Qualification

Tools

Estate Planning Assistant Software

Microsoft Office

Job description

Co-op Buckinghamshire, England, United Kingdom

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Co-op Buckinghamshire, England, United Kingdom

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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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal and Sales

• Industries

  Law Practice and Legal Services

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