Self-Employed Estate Planning Consultant

Co-op Group; Swansea; On-site; GBP 80,000 - 100,000; Part time

Job summary

A national estate planning service is looking for experienced Self-employed Estate Planning Consultants to cover various locations across the UK. You will manage client appointments, discuss legal planning benefits, and work flexibly to meet customer needs. Ideal candidates have proven experience in estate planning or will writing and strong communication skills. This role offers uncapped commission-based earnings and the support of a leading legal service team.

Benefits

Flexible workload

IT equipment provided

Commission-based earnings

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with empathetic nature.
• Ability to relay complex legal information understandably.
• Confidence in presenting and engaging audiences.
• Proficiency in IT in a remote setting.

Responsibilities

• Attend appointments generated by the company.
• Gain referrals and self-generate at least 50% of new business.
• Discuss benefits of estate planning and legal service products.
• Draft legal documents with support from Co-op Legal Services.
• Deliver talks and seminars to community groups.
• Identify customer needs and capture instructions.

Skills

Estate planning experience

Interpersonal skills

Ability to communicate legal information

Confident presentation skills

Negotiation and influencing skills

IT literacy

UK driver's license

Education

Trained to the standard of IPW/SWW or 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.

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).

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.