Self-Employed Estate Planning Consultant

Co-op; Ipswich; Remote; GBP 30,000 - 70,000; Full time

Job summary

An established industry player is seeking self-employed Estate Planning Consultants to join their dynamic team. This role offers the flexibility to manage your own workload while providing essential legal planning services to clients across the UK. You will engage with customers through video calls and home visits, helping them navigate important decisions regarding their estate planning needs. With uncapped commission-based earnings and a supportive environment, this position is perfect for skilled professionals looking to thrive in a rewarding career. If you are passionate about making a difference and have the necessary expertise, this opportunity is for you.

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 through CILEX.

Responsibilities

• Attend appointments generated by the company.
• Discuss estate planning products including Wills and Trusts.

Skills

Estate Planning Experience

Interpersonal Skills

Legal Knowledge

Presentation Skills

Negotiation Skills

IT Skills

Education

IPW or SWW Standards Training

CILEX Qualification

Tools

Microsoft Office

Estate Planning Assistant Software

Job description

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

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

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

We are seeking experienced estate planning consultants to cover various locations across the UK. Our fast-growing business has high demand for our services, driven by our customer-first approach and strong brand presence. If you possess the relevant skills, we offer a fantastic opportunity to work with our industry-leading team.

In this role, you will discuss the benefits of our products and services with potential customers, helping them make informed legal planning decisions. Up-to-date experience and knowledge of key legal principles are required. As a self-employed consultant, you will have the flexibility to manage your workload. Customer appointments are primarily conducted via video calls (nationwide) and home visits (locally).

Responsibilities include:

1. Attending appointments generated by the company
2. Gaining referrals and self-generating at least 50% of new business
3. Discussing estate planning and legal services products including Wills, LPAs, Trusts, and probate services
4. Supporting the drafting of legal documents through Co-op Legal Services, an SRA-regulated business
5. Delivering talks and seminars to community groups on later life legal products and services
6. Working closely with clients to identify needs and take accurate instructions
7. Using our in-house Estate Planning Assistant software to capture customer instructions

The role is suitable for candidates who:

1. Have proven estate planning or will writing experience, trained to IPW or SWW standards, or are legally qualified through CILEX
2. Possess excellent interpersonal skills, empathy, and the ability to identify customer needs
3. Can explain complex legal information clearly to clients
4. Are confident presenters with a natural ability to engage audiences
5. Can influence, negotiate, and show enthusiasm for our products and services
6. Have practical IT skills, including Microsoft Office and adaptability to custom software
7. Hold a full UK driver’s license and have access to a personal vehicle

We encourage applications from diverse backgrounds.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal and Sales

Industries

• Law Practice and Legal Services

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