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:
1. Commission-only role with OTE of £50,000 - £70,000
2. Flexible working hours and location
3. Training and ongoing support
Working Hours:
4. Flexible working hours
Requirements for the role of Estate Planner:
5. Private Client experience
6. Legal background or member of the Society of Will Writers
7. Ability to use legal software
8. Strong communication skills; both written and verbal
9. Driving Licence, with access to your own vehicle
10. Have a keen eye for detail
11. Able to cultivate strong client relationships and demonstrate a deep understanding of their needs
Responsibilities for the role of Estate Planner:
12. Attending new and existing clients in their homes, or via video conferencing
13. Advising clients on estate planning solutions
14. Accurately maintain client records and correspondence
15. Manage an incoming caseload and work with those parties involved towards the successful completion of a case
16. Prioritise and manage your own caseload to deliver against targets