Estate Planning Consultant

Recruiter
Just Wills and Legal Services
Location
London (Greater)
Posted
10 Oct 2018
Closes
14 Oct 2018
Sector
Legal
Contract Type
Permanent
Hours
Full Time
Estate Planning Consultants – Will writing service
Self-employed -OTE £100K+
Location: Nationwide Opportunities - London, South West, Portsmouth/Hants and Wales
Income: £60-100K+ OTE plus Profit share scheme AND share option scheme
Flexible hours
Just Wills & Legal Services is a large Will writing organisation in the UK. As a national company we focus on providing a complete estate planning service to customers across the UK. Our services have evolved to offer the full range of Estate Planning products. With national coverage we continue to grow and now have further business opportunities for Estate Planning Consultants across the UK.
Main tasks and duties
As a professional Estate Planning Consultant you will be expected to provide a Will writing service to clients. The role will largely involve generating your own leads through various sales and marketing initiatives, and then taking Will instructions primarily from face-to-face meetings and home visits. Advising clients about their will is a specialist activity and Just Wills & Legal Services have built their service around helping people understand the range of options available and constructing a bespoke product and service that meets our clients’ objectives.
Supported by our in-house legal and head office team together with some leads from our network of professional introducers and Will bank acquisitions and quality proven lead generation methods, you will deliver services to clients in your local area and provide advice to clients on –
* Estate Planning Wills
* Document Storage
* Lasting Power of Attorney
* Advance Directives
* Trusts
* Probate and Trustee Services
* Land Transactions
* Business Services
Skills Knowledge and Experience Required
* Desire and determination to have your own business within the structure and security of the Just Wills & Legal services network
* Strong communication skills both written and verbal
* Excellent time management skills
* Ability to use own initiative and self-generate new business
* Excellent client care skills
* Ability to deal with matters confidentially
* Full UK driving licence and own transport
This role is open to both experienced and non-experienced applicants. A full training scheme will be offered to those who don’t have relevant experience but do have the right attitude and drive.
Benefits also include PI cover, Ongoing CPD, Industry High commission rates, unique profit share scheme, Associate membership of the SWW and Business Development support

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