Will & Estate Planner – High Earnings – Southend-on-Sea
Location: Southend-on-Sea, Essex
Salary: £30,000 Basic + OTE £70,000+
Job Type: Permanent | Full-Time | Hybrid
Cameron James Professional Recruitment is currently recruiting for an experienced Will & Estate Planner to join a thriving, independently owned financial services firm in Southend-on-Sea.
This opportunity offers a strong pipeline of warm leads from a busy mortgage and protection team writing over 50 new mortgage cases per month, creating exceptional high earnings potential.
Role Overview
As a Will & Estate Planner, you will deliver professional estate planning advice including wills, trusts, LPAs and inheritance tax planning to clients across Southend-on-Sea and surrounding Essex areas.
The role offers a hybrid working model with 2–3 days in the office and the remainder remote or client visits.
Responsibilities
* Conduct detailed client consultations
* Draft wills, trusts and estate planning documents
* Prepare LPAs and legal documentation
* Provide inheritance tax and asset protection advice
* Work alongside mortgage and protection advisors
* Deliver holistic estate planning solutions
Experience Required
* Proven experience in will writing or estate planning
* Knowledge of UK inheritance tax and trust planning
* Professional and consultative approach
* STEP/IPW qualifications advantageous
* Motivated by strong commission and high earnings
Package
* Basic salary up to £30,000
* Realistic OTE £70,000+
* Hybrid working
* Warm leads supplied
* Supportive and professional environment
* Genuine high earnings opportunity
If you are an experienced Will & Estate Planner seeking a hybrid opportunity in Southend-on-Sea with structured referrals and excellent high earnings, please apply today