Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis. The position offers flexibility in terms of location and working hours. Our clients have a large client bank of leads, offering generous commission splits.
Salary package on offer for the Estate Planner:
* Commission-only role with OTE of £50,000 - £70,000
* Flexible working hours and location
* Training and ongoing support
Working Hours:
* Flexible working hours
Requirements for the role of Estate Planner:
* Private Client experience
* Legal background or member of the Society of Will Writers
* Ability to use legal software
* Strong communication skills; both written and verbal
* Driving Licence, with access to your own vehicle
* Have a keen eye for detail
* Able to cultivate strong client relationships and demonstrate a deep understanding of their needs
Responsibilities for the role of Estate Planner:
* Attending new and existing clients in their homes, or via video conferencing
* Advising clients on estate planning solutions
* Accurately maintain client records and correspondence
* Manage an incoming caseload and work with those involved towards the successful completion of cases
* Prioritise and manage your own caseload to deliver against targets
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