Your newpany
Due to continued growth, an excellent opportunity has arisen within a highly reputable, well-established IFA business for an experienced Estate Planner / Will Writer to run their estate planning business and drive this area of business forward. This is a great role for someone with a "run my own business" approach to join a successful business which has a large established client bank to work with and professional introducers, offering significant opportunities to capitalise on. Thepany has a very supportive culture and will provide a high level of support. You will have a lot of flexibility and autonomy to shape and grow the business.
Your new role
Your role will involve providing a highly professional estate planning and Will Writing service to the firm's existing clients and building strong working relationships with the firm's professional connections. Thepany is also linked to an accountancy practice, providing a huge opportunity to offer estate planning to their clients through referrals and joint seminars. The firm ismitted to investing in growing this area of business and will provide the resources to invest in a new website, marketing and business development.
What you'll need to succeed
Proven experience of providing clients with a high level of service as an estate planner / Will Writer, strong relationship building skills, and business development skills.
What you'll get in return
Employed role offering a highlypetitive basic salary plus performance-related earnings and good benefits. Self-employed can be considered.
This is a great opportunity for someone with expertise in estate planning/Will Writing with the desire and passion to build and grow a business within a business; or someone who is currently running their own Will Writing business and interested in joining a very goodpany for an opportunity which offers excellent earnings potential, a high level of support and a lot of flexibility.