Self-Employed Estate Planning Consultant

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

Job summary

A leading legal services provider is seeking experienced estate planning consultants to join their team across the UK. The role involves discussing and presenting legal product benefits to potential customers, generating new business, and attending client appointments. Applicants should have proven experience in estate planning or will writing, with the ability to respond to customer needs and deliver complex information understandably. This position offers flexibility as self-employed consultants with support from a reputable organization.

Qualifications

• Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX.
• Ability to explain complex legal information clearly.
• 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 products.
• Deliver talks and seminars on legal products.

Skills

Interpersonal skills

Legal knowledge

Presentation skills

Negotiation skills

IT literacy

Education

IPW or SWW training or CILEX qualification

Tools

Microsoft Office

Estate Planning Assistant software

Job description

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
• 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 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

Qualifications

• proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX