Self-Employed Estate Planning Consultant
Uncapped commission-based earnings. Benefits include flexibility to manage your own workload and IT equipment provided.
Location: You should live within an hour and a half commute of one of the following: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.
We’re looking for experienced estate‑planning consultants to cover various locations across the UK. We are a fast‑growing business with huge demand for our services, owing to our customer‑first approach and strong brand presence.
In this role you will discuss the benefits of our products and services with potential customers, helping them make an informed choice about their legal planning. You must demonstrate up‑to‑date experience and knowledge of key legal principles. As a self‑employed consultant you will have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).
What you’ll do
* Attend appointments generated by the company
* Generate referrals and self‑generate at least 50% of new business
* Discuss the benefits of estate planning and legal services products including wills, LPAs, trusts and probate services
* Draft legal documents with the support of Co‑op Legal Services, an SRA‑regulated business
* Deliver talks and seminars arranged by the company to community groups covering later‑life legal products and services
* Work closely with customers to identify needs and take accurate instructions to meet them
* Capture customers’ instructions using our in‑house Estate Planning Assistant software
Qualifications
* Proven estate‑planning or will‑writing experience trained to the standard of IPW, SWW or legally qualified through CILEX
* Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
* Ability to relay complex legal information in a way customers can understand
* Confidence when presenting and a natural flair for engaging an audience
* Ability to consult, influence and negotiate whilst showing enthusiasm for the product and services
* Practical IT literacy in a remote setting using Microsoft Office and ability to adapt to custom software
* Full UK driver’s licence with access to your own vehicle
We’re actively building diverse teams and welcome applications from everyone.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Legal
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