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For Companies At a Glance
- Tasks: Help clients secure their assets through will writing and estate planning.
- Company: Join a leading team with over 50 years of experience in financial services.
- Benefits: Enjoy flexible scheduling, competitive pay, and opportunities for professional growth.
- Why this job: Make a real impact by helping people protect their legacies in a growing field.
- Qualifications: No prior experience needed; just a passion for helping others and strong communication skills.
- Other info: Work remotely and be part of a supportive team dedicated to client success.
The predicted salary is between 36000 - 60000 £ per year.
Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.
The Opportunity:
In this role as an Estate Planning Consultant, you will have freedom over your schedule.
Estate Planning Consultant employer: Confidential
Contact Detail:
Confidential Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in estate planning. Understanding the legal landscape will not only boost your confidence but also demonstrate your commitment to potential employers.
✨Tip Number 2
Network with professionals in the financial services and estate planning sectors. Attend relevant seminars or workshops to meet industry experts and gain insights that could set you apart from other candidates.
✨Tip Number 3
Consider obtaining relevant certifications or qualifications that enhance your credibility as an Estate Planning Consultant. This can show your dedication to professional development and make you a more attractive candidate.
✨Tip Number 4
Prepare to discuss real-life scenarios during interviews. Being able to articulate how you would handle specific estate planning situations can showcase your problem-solving skills and practical knowledge.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of an Estate Planning Consultant. Highlight your understanding of will writing and estate planning services in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in financial services or estate planning. Use specific examples that demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others secure their assets. Mention why you are interested in this role and how your background aligns with the company's mission.
Highlight Soft Skills: Emphasise your communication and interpersonal skills, as these are crucial for an Estate Planning Consultant. Provide examples of how you've successfully interacted with clients in the past.
How to prepare for a job interview at Confidential
✨Understand the Importance of Estate Planning
Make sure you grasp the significance of estate planning and will writing. Familiarise yourself with common terms and concepts, as this will show your potential employer that you're genuinely interested in the field and understand its relevance.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, you'll need to communicate complex information clearly. During the interview, practice articulating your thoughts concisely and confidently. Use examples from your past experiences where you've successfully explained intricate topics to clients.
✨Demonstrate Empathy and Understanding
This role requires a high level of empathy, as you'll be dealing with sensitive topics. Be prepared to discuss how you would approach clients in difficult situations, showing that you can handle their concerns with care and professionalism.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Ask about their approach to client relationships or how they support their consultants in achieving success.
