Self-Employed Estate Planning Consultant

Co-op Group; Manchester; On-site; GBP 21,000 - 35,000; Full time

Job summary

Co-op Group is seeking experienced estate planning consultants to cover locations across the UK. This self-employed role offers uncapped commission and the flexibility to manage your own workload, with IT equipment provided.

You’ll discuss the benefits of wills, LPAs, trust and probate services and help clients make informed legal planning choices. Appointments are mainly via video call nationwide and home visits locally.

Qualifications

• Proven estate planning or will-writing experience.
• IPW/SWW or CILEX qualifications preferred.
• Excellent interpersonal and communication skills.

Responsibilities

• 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.
• Have support of Co-op Legal Services to draft documents.
• Deliver talks and seminars to community groups on later-life legal products.
• Work closely with customers to identify needs and take accurate instructions.
• Capture customers instructions using Estate Planning Assistant software.
• Demonstrate up-to-date knowledge of key legal principles.

Skills

Estate planning

Will writing

Interpersonal skills

IT literacy

Driver's license

Education

IPW/SWW standard

CILEX

Tools

Estate Planning Assistant software

Microsoft Office

Job description

Employer:

Co-op Group

Location:

City Of Manchester, Greater Manchester, M60 0AG

Pay:

Meets national minimum wage

Contract Type:

Permanent

Hours:

Full time

Disability Confident:

No

Closing Date:

16/10/2026

About this job

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.

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