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Self-Employed Estate Planning Consultant
Job summary
A growing estate planning service provider seeks experienced Estate Planning Consultants in the UK. This role offers uncapped commission and the flexibility to manage your own workload. Responsibilities include attending appointments, discussing estate planning benefits, and self-generating business. Candidates should have proven experience in estate planning, excellent interpersonal skills, and practical IT literacy. A full UK driver's license and access to a vehicle are required.
Benefits
Qualifications
- Proven estate planning or will writing experience of IPW or SWW standard.
- Excellent interpersonal skills with an empathetic nature.
- Ability to relay complex legal information understandably.
- Confidence in presenting and engaging the audience.
- Ability to influence and negotiate with enthusiasm.
- Practical IT literacy in a remote setting.
- Full UK driver's license and access to vehicle.
Responsibilities
- Attend appointments generated by the company.
- Self-generate at least 50% of new business.
- Discuss benefits of estate planning and legal services.
- Draft legal documents with support from Co-op Legal Services.
- Deliver talks to community groups on legal products.
- Identify customer needs and provide accurate instructions.
- Capture customer instructions using in-house software.
Skills
Education
Tools
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).
- 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
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.