Private Client Advisers - Estate/Tax Planning c£50k pa, South East.
4 days left
- Full Time
We are working with an established estate and tax planning business who provide expert legal advice on all aspects of wealth structuring, asset protection and estate planning for individuals and families.
The Company is expanding so to maintain the very high standards of professionalism and client centric services upon which their success to date is based, they now wish to hire further Private Client Advisers who will visit potential Clients in the comfort of their own home to discuss their Estate Planning requirements.
All appointments are arranged through genuine and confirmed live leads generated centrally by a very efficient Marketing department and you will work with a team of talented professional Advisers and thrive in a consultative client culture. Your client offering will be underpinned by a dedicated qualified legal team with paralegal support who will be responsible for the production of the legal documentation and written legal advice required for the Client.
You do not necessarily need experience in the estate planning industry as a full in-house structured 3 month training course will be provided leading ultimately to a professional STEP qualification. However you must be able to demonstrate a proven track record in field based sales/consultation/advice role ideally in a compliant based environment e.g Financial Services or related professions and possess the discipline and dedication necessary to operate in a field role based from a home office.
You will be success driven, committed, passionate and focused with the desire to generate sustained revenue streams and commensurate earning power.
For further details please contact Alex Steele at Astral Recruitment.