Self-Employed Estate Planning Consultant

Co-op Group; Norwich; On-site; GBP 100,000 - 125,000; Part time

Job summary

A leading service provider in estate planning is seeking self-employed Estate Planning Consultants across various UK locations. This role offers uncapped commission, flexibility to manage your workload, and support for drafting legal documents. Candidates should have proven estate planning experience, excellent interpersonal skills, and a full UK driver’s license. Join a fast-growing team dedicated to customer-centric legal services.

Benefits

Flexible workload

IT equipment provided

Uncapped commission

Qualifications

• Proven estate planning or will writing experience.
• Ability to identify customer needs and relay legal information clearly.
• Confidence when presenting to engage audiences.

Responsibilities

• Attend appointments generated by the company.
• Self-generate at least 50% of new business.
• Deliver talks and seminars to community groups.

Skills

Estate planning experience

Interpersonal skills

Presentation skills

Negotiation skills

IT literacy

Education

IPW or SWW standard training

Legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Overview

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.

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.