Self-Employed Estate Planning Consultant

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

Job summary

An established industry player is looking for a self-employed Estate Planning Consultant to join its rapidly growing team. This role offers the flexibility to manage your own workload while providing valuable legal planning advice to clients. You'll engage with potential customers, helping them navigate complex legal decisions regarding wills, trusts, and probate. With a focus on referrals and self-procurement, you will have the opportunity to generate your own business while receiving support from a well-respected legal service provider. If you have a passion for helping others and possess the necessary legal expertise, this could be the perfect opportunity for you.

Benefits

Uncapped commission-based earnings

Flexibility to manage workload

IT equipment provided

Qualifications

• Proven estate planning or will-writing experience required.
• Trained to IPW or SWW standards or legally qualified (CILEX).

Responsibilities

• Attend appointments generated by the company.
• Discuss estate planning and legal services with clients.

Skills

Estate Planning

Will Writing

Interpersonal Skills

Communication Skills

Negotiation Skills

IT Literacy

Education

IPW or SWW Training

CILEX Qualification

Tools

Estate Planning Assistant Software

Microsoft Office

Job description

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Self-employed Estate Planning Consultant

• Uncapped commission-based earnings
• Benefits including flexibility to manage your 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 seeking experienced estate planning consultants across the UK. As a rapidly growing business with high demand, we offer a fantastic opportunity to join our industry-leading team.

In this role, you'll discuss our products and services with potential customers, helping them make informed legal planning decisions. You should have current experience and knowledge of key legal principles. The role involves managing your own workload with client meetings primarily via video calls and local home visits.

Responsibilities include:

1. Attending appointments generated by the company
2. Generating at least 50% of new business through referrals and self-procurement
3. Discussing estate planning and legal services such as Wills, LPAs, Trusts, and probate
4. Supporting legal document drafting with Co-op Legal Services (SRA regulated)
5. Delivering talks and seminars to community groups on legal products/services
6. Identifying customer needs and taking accurate instructions
7. Using our Estate Planning Assistant software to capture instructions

Ideal candidates:

• Have proven estate planning or will-writing experience, trained to IPW or SWW standards, or are legally qualified (CILEX)
• Possess excellent interpersonal skills and empathy
• Can explain complex legal info clearly
• Are confident presenters with engaging communication skills
• Can influence and negotiate effectively
• Are IT literate with Microsoft Office and adaptable to custom software
• Hold a full UK driver’s license and have access to a vehicle

We value diversity and encourage applications from all backgrounds.

Additional details:

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