Self Employed Will Advisor

Buchan and London Recruitment; Weston-super-Mare; On-site; GBP 30,000 - 60,000; Full time

Job summary

A recruitment agency in the UK is seeking a self-employed Will and Estate Planner to assist clients in selecting suitable wills and trusts. As part of your role, you will guide clients through their options, provide solutions for individual needs, and ensure all instructions are communicated effectively. This position is well-suited for driven individuals who can work independently while building their own practice. Excellent communication and customer service skills are essential for success in this rewarding role.

Qualifications

• Professional, reliable and an excellent communicator.
• Self-motivated, entrepreneurial and totally customer focused.
• Respectful and at ease in dealing with all types of people, especially mature aged clients.
• Respectful and at ease in dealing with all types of people, especially mature aged clients
• Comfortable with helping the client to come to a decision at the consultation
• Have your own transport and phone
• Own a computer / laptop and know how to use it

Responsibilities

• Help, guide and provide clients with solutions to their concerns.
• Take customer’s instructions and offer professional guidance.
• Demonstrate appropriate services to meet client’s needs.

Skills

Excellent communication

Self-motivated

Customer focus

Customer focus

Own transport

Own computer / laptop

Tech-savvy

Job description

Overview

Our client is currently seeking People who are looking do do a Self employed sales role in Will and Estate Planning and to join their ever growing and expanding team of staff working from home on a self employed basis.

What does the role of a Will and Estate Planner involve?

As a Will and Estate Planner your role is to help, guide and provide clients with solutions to their concerns. This often includes helping them choose the Right Will, Trusts and associated services that are best suited to their individual needs and situation.

At the appointment, you will take customer’s instructions and offer professional guidance and solutions to demonstrate the most appropriate services best placed to meet the client’s needs. This will help the client decide and choose services from our range that they feel best suits their needs and their budget.

The instructions you take are then sent to head office via digital transfer. From here legal teams will prepare all documents for the client.

Responsibilities

• As a Will and Estate Planner your role is to help, guide and provide clients with solutions to their concerns. This often includes helping them choose the Right Will, Trusts and associated services that are best suited to their individual needs and situation.
• At the appointment, you will take customer’s instructions and offer professional guidance and solutions to demonstrate the most appropriate services best placed to meet the client’s needs. This will help the client decide and choose services from our range that they feel best suits their needs and their budget.
• The instructions you take are then sent to head office via digital transfer. From here legal teams will prepare all documents for the client.

Qualifications

• Professional, reliable and an excellent communicator
• Self-motivated, entrepreneurial and totally customer focused
• Committed to building your business with our support and guidance
• Respectful and at ease in dealing with all types of people, especially mature aged clients
• Comfortable with helping the client to come to a decision at the consultation
• Have your own transport and phone
• Own a computer / laptop and know how to use it

If you think you have the knowledge, experience and motivation to fulfil this very rewarding and generous role please feel free to apply now ! We would love to hear from you !