Self-Employed Estate Planning Consultant

Co-op Group; Hertford; Hybrid; GBP 100,000 - 125,000; Part time

Job summary

A fast-growing legal services firm is seeking a self-employed Estate Planning Consultant to provide estate planning services across the UK. This role offers uncapped commission-based earnings and the flexibility to manage your own workload, with IT equipment provided. Ideal candidates must have proven experience in estate planning or will writing, excellent interpersonal skills, and a full UK driver's license. Join a dynamic team committed to customer satisfaction.

Benefits

Flexible workload

IT equipment provided

Uncapped commission earnings

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills and empathetic nature.
• Ability to relay complex legal information effectively.
• Confidence when presenting and engaging with an audience.
• Ability to consult, influence and negotiate with enthusiasm.
• Practical IT literacy using Microsoft Office.
• Full UK driver's license and 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.
• Support drafting legal documents with Co-op Legal Services.
• Deliver talks on later life legal products to community groups.
• Identify customer needs and take accurate instructions.
• Capture customer instructions using in-house software.

Skills

Estate planning experience

Interpersonal skills

Legal information presentation

Negotiation skills

Practical IT literacy

Education

IPW/SWW training or CILEX qualification

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Overview

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.

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.