Self-Employed Estate Planning Consultant

CO-OP; Manchester; Remote; GBP 100,000 - 125,000; Full time

Job summary

A leading legal services provider is seeking experienced estate planning consultants across the UK. Candidates will discuss legal planning benefits with clients, requiring strong interpersonal skills and legal knowledge. The role allows for flexible self-management, and offers uncapped commission-based earnings. Key responsibilities include client appointments and producing legal documents with support from Co-op Legal Services.

Benefits

Uncapped commission-based earnings

Flexible management of workload

IT equipment provided

Qualifications

• Proven estate planning or will writing experience trained to the standard of IPW or SWW.
• Excellent interpersonal skills with an empathetic nature.
• Ability to convey complex legal information understandably.
• Confident in presentations with a flair for engagement.
• Ability to consult, influence, and negotiate enthusiastically.
• Full UK driver's license with vehicle access.

Responsibilities

• Attend appointments generated by the company.
• Self-generate at least 50% of new business.
• Discuss estate planning benefits and legal services.
• Draft legal documents with Co-op Legal Services support.
• Deliver talks and seminars to community groups.
• Capture customer instructions using in-house software.

Skills

Estate planning knowledge

Interpersonal skills

Presentation skills

IT literacy

Negotiation skills

Education

Legally qualified through CILEX or equivalent

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Overview

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).

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 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
• 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 flair 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 and ability to adapt to custom software
• a full UK drivers license with access to your own vehicle
• uncapped commission-based earnings
• 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

Qualifications

• 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
• confident presentation skills and a natural flair 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 and ability to adapt to custom software
• a full UK driver's license with access to your own vehicle

Benefits

• Uncapped commission-based earnings
• Benefits including the flexibility to manage your own workload and IT equipment provided