Become An Estate Planner is recruiting self-employed estate planners and will writers across the UK.
Whether you're already working in the estate planning industry and want to branch out on your own, or you're completely new and looking for a way into the profession, we provide the training, tools, and ongoing support to help you build a successful practice.
We supply comprehensive training in will writing, estate planning fundamentals, client consultations, and business development — all included at no cost to you. You'll also get access to our professional software platform, marketing materials, and a supportive community of fellow planners.
What You'll Be Doing:
* Consulting with clients to understand their estate planning needs, including wills, trusts, and lasting powers of attorney
* Preparing professional estate planning documents using our software platform
* Building and managing your own client base through local networking, referrals, and marketing
* Attending training sessions to develop your knowledge of estate planning law and best practice
* Working independently from home, setting your own hours and workload
What We Provide:
* Full training programme at your own pace — no prior experience needed
* Access to professional estate planning software and document generation tools
* Marketing support and branded materials to help you win clients
* Ongoing mentorship and business development guidance
* A network of fellow estate planners for peer support
What We're Looking For:
* Motivated individuals who want to build something for themselves
* Good communication skills and confidence speaking with clients
* Willingness to learn — full training is provided regardless of your background
* Basic computer literacy and access to a laptop or PC and internet connection
* Must be based in the UK
Earnings are commission-based and depend on the number of clients you work with. Typical estate planners earn between £500 and £2,000+ per month part-time, scaling with experience and client base.
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