Self-Employed Estate Planning Consultant

Co-op; Norwich; Remote; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking self-employed Estate Planning Consultants to join their dynamic team. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. Ideal candidates will have proven experience in estate planning, excellent interpersonal skills, and the ability to communicate complex legal information clearly. You'll engage with clients through video calls and home visits, helping them navigate important legal decisions. If you're passionate about providing exceptional service and thrive in a flexible work environment, this opportunity is for you.

Benefits

Flexible Workload Management

IT Equipment Provided

Uncapped Commission

Qualifications

• Proven estate planning or will writing experience.
• Trained to IPW or SWW standards, or legal qualification through CILEX.

Responsibilities

• Attend appointments generated by the company.
• Generate referrals and self-source at least 50% of new business.
• Discuss estate planning and legal services products.

Skills

Estate Planning

Interpersonal Skills

Legal Communication

Negotiation Skills

IT Literacy

Education

IPW or SWW Standards Training

CILEX Legal 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 the flexibility to manage your own workload and IT equipment provided
Candidates should live within an hour and a half commute 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 to cover various locations across the UK. Our fast-growing business has high demand for our services, driven by our customer-first approach and strong brand presence. If you possess the necessary skills, we offer 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 make informed legal planning decisions. Up-to-date experience and knowledge of key legal principles are required. As a self-employed consultant, you'll have the flexibility to manage your workload. Client appointments are primarily conducted via video calls (national) and home visits (local).

Responsibilities include:

1. Attend appointments generated by the company
2. Generate referrals and self-source at least 50% of new business
3. Discuss estate planning and legal services products including Wills, LPAs, Trusts, and probate services
4. Work with Co-op Legal Services, an SRA-regulated business, to draft legal documents
5. Deliver talks and seminars to community groups on legal products and services
6. Work closely with clients to identify needs and take accurate instructions
7. Use our Estate Planning Assistant software to record customer instructions

Ideal candidates will have:

1. Proven estate planning or will writing experience, trained to IPW or SWW standards, or legal qualification through CILEX
2. Excellent interpersonal skills, empathetic nature, and ability to identify customer needs
3. Ability to communicate complex legal information clearly
4. Confidence in presentations and engaging audiences
5. Negotiation and influencing skills, enthusiasm for our products
6. IT literacy with Microsoft Office and adaptability to custom software
7. A full UK driver’s license and access to a vehicle

We welcome applications from diverse backgrounds.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal and Sales

Industries

• Law Practice and Legal Services