Bolt Wills & Trusts is part of the Bolt Group, a fast‑growing financial services business specialising in mortgages, protection, and estate planning. We are expanding our estate planning division and are looking for an experienced Will & Estate Planner to join our team in Canvey Island.
This role offers something rare in estate planning: a consistent flow of warm, qualified leads from an established client base and introducer network.
We are already generating 60+ estate planning opportunities per month from our existing database alone, alongside additional leads from estate agents, mortgage clients, and professional introducers.
This allows you to focus on delivering quality advice and building income — not prospecting.
The Role
Will & Estate Planner
Bolt Wills & Trusts | Canvey Island, Essex (Hybrid)
£28,000 basic + uncapped commission | Realistic OTE £45,000+ | Clear progression into Protection Advice
You will advise clients on protecting their assets, families, and estates through appropriate planning solutions, working with warm leads provided by the business.
You will advise on:
* Wills (single and mirror)
* Lasting Powers of Attorney
* Property Protection Trusts
* Life Interest Trusts
* Discretionary Trusts
* Broader estate planning and asset protection strategies
There is also a clear pathway for the right candidate to expand into Protection Advice, advising clients on life insurance, income protection, and critical illness cover, significantly increasing earning potential.
What Makes This Role Different
* Consistent, high‑quality lead flow provided
* Established mortgage and introducer ecosystem
* Strong cross‑sale opportunities from existing clients
* Hybrid working model
* Full administrative and operational support
* Clear progression within a rapidly expanding financial services group
* Opportunity to develop into a dual‑qualified Estate Planner and Protection Adviser
Package
* £28,000 starting basic salary
* Uncapped commission structure
* Realistic Year 1 OTE: £45,000+
* Significant long‑term earning potential
* Hybrid working
* Every other Saturday (time off in lieu provided)
* Full support, training, and career development
About You
You will be an experienced estate planning professional who is confident advising clients and converting opportunities into completed business.
You will have:
* Minimum 12 months experience in wills and estate planning
* Strong knowledge of LPAs, trusts, and wills
* A professional, consultative approach with clients
* Commercial awareness and ability to convert opportunities
* Ambition to grow earnings and develop professionally
* Experience in protection or financial services is advantageous but not essential.
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