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For Companies At a Glance
- Tasks: Help clients with estate planning, managing caseloads and maintaining records.
- Company: Join a growing nationwide business with a large client base.
- Benefits: Enjoy flexible working hours, remote work, and generous commission splits.
- Why this job: Make a real impact while enjoying autonomy and support in your role.
- Qualifications: Private client experience, legal background, and strong communication skills required.
- Other info: Commission-only role with OTE of £50,000 - £70,000.
The predicted salary is between 40000 - 56000 £ per year.
Job Description
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 verbalÂ
- Driving Licence, with access to your own vehicle
- Have a keen eye for detailÂ
- Able to cultivate strong client relationships and demonstrate a deep understanding of their needsÂ
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 parties involved towards the successful completion of a case
- Prioritise and manage your own caseload to deliver against targets
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner
✨Tip Number 1
Network with professionals in the legal and estate planning fields. Attend relevant seminars or webinars to meet potential clients and other estate planners who can provide insights into the industry.
✨Tip Number 2
Familiarise yourself with the latest legal software used in estate planning. Being proficient in these tools will not only enhance your efficiency but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Develop strong communication skills by practising how to explain complex legal concepts in simple terms. This will help you build trust with clients and ensure they feel comfortable discussing their estate planning needs.
✨Tip Number 4
Showcase your ability to cultivate client relationships by sharing examples of past successes in managing client cases. Highlighting your attention to detail and understanding of client needs will set you apart from other candidates.
We think you need these skills to ace Estate Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your private client experience and any legal background. Emphasise your skills in using legal software and your strong communication abilities, as these are crucial for the Estate Planner role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Estate Planner position and how your experience aligns with the responsibilities outlined in the job description. Mention your ability to build strong client relationships and your attention to detail.
Showcase Relevant Experience: When detailing your work history, focus on roles that involved estate planning or client advisory services. Use specific examples to demonstrate your success in managing caseloads and achieving targets.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your keen eye for detail, which is essential for this role.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Legal Knowledge
As an Estate Planner, having a solid understanding of legal concepts is crucial. Be prepared to discuss your experience with private clients and any relevant legal background you possess. This will demonstrate your capability to handle the complexities of estate planning.
✨Highlight Communication Skills
Strong communication skills are essential for this role. During the interview, provide examples of how you've effectively communicated with clients in the past, whether through written correspondence or face-to-face meetings. This will show that you can build strong client relationships.
✨Demonstrate Attention to Detail
Estate planning requires meticulous attention to detail. Be ready to discuss instances where your keen eye for detail has positively impacted your work. This could include managing client records or ensuring accuracy in legal documents.
✨Discuss Flexibility and Self-Motivation
Since this role offers flexible working hours and remote options, it's important to convey your ability to manage your time effectively. Share examples of how you've successfully prioritised tasks and managed your own caseload in previous roles.
