Self-Employed Estate Planning Consultant

Co-op; Reading; Remote; GBP 30,000 - 70,000; Full time

Job summary

An established industry player is seeking self-employed estate planning consultants to join their dynamic team. This role offers the flexibility to manage your own workload while providing essential legal planning services to clients. Ideal candidates will have proven experience in estate planning and excellent interpersonal skills. You'll engage with clients primarily through video calls and local visits, helping them navigate complex legal decisions. With a strong brand presence and support from a regulated legal services team, this opportunity combines independence with professional growth in a rewarding environment.

Benefits

Uncapped Commission

Flexible Workload Management

IT Equipment Provided

Qualifications

• Proven estate planning or will writing experience.
• Ability to explain complex legal information clearly.

Responsibilities

• Attend appointments generated by the company.
• Self-generate at least 50% of new business through referrals.

Skills

Estate Planning

Interpersonal Skills

Presentation Skills

Negotiation Skills

IT Literacy

Education

IPW or SWW Standards Training

CILEX 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
• Living 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 is required.

We're seeking experienced estate planning consultants across the UK. Our fast-growing business values a customer-first approach and has a strong brand presence. If you possess the necessary skills, we offer a fantastic opportunity to join our industry-leading team.

In this role, you'll discuss our products and services with potential clients, helping them make informed legal planning decisions. You should have current experience and knowledge of key legal principles. As a self-employed consultant, you'll enjoy the flexibility to manage your workload. Client interactions are mainly via video calls and local home visits.

What you'll do

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

Ideal candidates

• Proven estate planning or will writing experience, trained to IPW or SWW standards, or legally qualified via CILEX
• Excellent interpersonal skills with empathy and customer needs awareness
• Ability to explain complex legal information clearly
• Confident presentation skills and engaging communication style
• Strong negotiation and influencing skills with enthusiasm for our services
• IT literacy in Microsoft Office and adaptability to custom software
• Full UK driving license and access to own vehicle

We welcome applications from diverse backgrounds.

Additional details

• Senior level: Mid-Senior level
• Employment type: Full-time
• Job functions: Legal and Sales
• Industries: Law Practice and Legal Services

Referrals can double your chances of interview success at Co-op.

Locations

• Oxfordshire, England, UK
• Buckinghamshire, England, UK

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