Experienced Estate Planning Consultant

We’re looking for an experienced estate planning consultant

We’re a fast-growing business with huge demand for our services. If you have the skills we need, we can offer you a fantastic opportunity to work within an innovative, competitive business model. 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.

We're currently working in a hybrid way with remote working and a small number home visits to clients.

This role will be office based and is on average 37.5 hours a week, you will be required to work 2 evening shifts from 11 to 7.30 PM

Pay will be £25,000 - £31,000 (if STEP qualified) plus OTE OF AROUND A FURTHER £5000

What you’ll do :

Take telephone will instructions followed by discussing the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services with our clients

Work alongside the Head of Estate Planning to help ensure legal compliance, training of new members and providing change to processes when needed.

Draft and check legal documents

Work closely with customers to identify needs and take accurate instructions to meet their needs

Capture customers instructions using our in-house software

This role would suit people who have :

• Proven estate planning or will writing experience, trained to the standard of IPW or STEP
• 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
• Adaptable to a fast changing working environment
• 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 valid UK drivers license and access to your own vehicle

We’re actively building diverse teams and welcome applications from everyone.

Job Types: Full-time, Permanent

Salary: £25,000.00-£40,000.00 per year

Benefits:

• Company events
• Company pension
• Employee discount
• On-site parking

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Stafford: reliably commute or plan to relocate before starting work (required)

Experience:

• will writing: 1 year (required)

Licence/Certification:

• IPW membership or similar (preferred)

Work Location: One location