Will Writer / Estate Planning Consultant

Inheritance Legal Services
Bishop's Stortford
£40000/annum £40,000 OTE
21 Jul 2017
20 Aug 2017
Contract Type
Full Time
Due to expansion, an exciting opportunity has become available for a Will Writer/Estate Planning Consultant to join a family run Estate Planning specialist. Based from an office in Bishops Stortford, the successful candidate will work on a self-employed basis from leads supplied, working towards on target earnings in excess of £40,000 per annum.  

This is an incredibly exciting opportunity for an experienced Will Writer/Estate Planner, or someone with client facing financial or legal services experience, to take over the Hertfordshire/Essex area and help grow the business further by taking instructions for Wills, Lasting Powers of Attorney, Trusts and Funeral Plans.

The company has a very strong reputation across East Anglia with thousands of satisfied clients, and shop fronted offices in Cambridge, Ely and King`s Lynn. The firm also benefits from a very proactive marketing approach, both through advertising and face to face to produce leads for all consultants

The role would involve:

- Meeting with clients
- Taking instructions for clients' Wills (or other services offered)
- Working in clients' homes or at our office up to 8pm weekday`s and Saturday mornings.
- Handing instructions to the admin team to produce the final documents
- Working on appointments as supplied by the company as well as from referrals and self-generated leads.

The role requires the idea candidate to possess the following skills:

- Ablity to build lasting relationships with customers
- Self-motivated and capable of working on own initiative
- A Passion to succeed and self-manage with the support of the business
- Professional smart appearance and a 'clients best interest' attitude
- Access to own vehicle

If you think you would suit the role of Will Writer/Estate Planning Consultant, would like unlimited earning potential and are ready to make the most of this unique opportunity, please submit your C.V with a covering letter explaining why you are the right person for this position