At a Glance
- Tasks: Help clients with will writing and estate planning to secure their assets.
- Company: Join a leading UK firm with over 50 years of experience in financial services.
- Benefits: Enjoy flexible scheduling and fantastic earning potential while making a difference.
- Why this job: Be part of a vital service that addresses a pressing need in society.
- Qualifications: No specific qualifications required; just a passion for helping others.
- Other info: This role offers the chance to work independently and impact lives positively.
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, fantastic earning potential, and the opportunity to make a real difference in people's lives.
Estate Planning Consultant employer: ZipRecruiter
Contact Detail:
ZipRecruiter 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. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly evolving field.
✨Tip Number 2
Network with professionals in the financial services and legal sectors. Attend relevant events or join online forums to connect with others in the industry, as personal referrals can significantly enhance your chances of landing the job.
✨Tip Number 3
Prepare to discuss real-life scenarios where you’ve helped clients or made impactful decisions. Being able to share specific examples will showcase your problem-solving skills and your ability to empathise with clients' needs.
✨Tip Number 4
Research our company culture and values at StudySmarter. Understanding what we stand for will help you align your responses during interviews and show that you’re genuinely interested in being part of our team.
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 in your application to show you are a good fit for the role.
Tailor Your CV: Customise your CV to reflect relevant experience in financial services or estate planning. Emphasise any previous roles where you've helped clients secure their assets or provided financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others and your understanding of the importance of estate planning. Mention how your skills align with the company's mission and values.
Highlight Your Flexibility: Since the role offers freedom over your schedule, mention your ability to manage time effectively and adapt to client needs. This will demonstrate that you can thrive in a flexible working environment.
How to prepare for a job interview at ZipRecruiter
✨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 genuine interest in the field and help you connect with the interviewers.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, you'll need to explain complex topics clearly. During the interview, practice articulating your thoughts concisely and confidently, demonstrating your ability to communicate effectively with clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client situations. Think about potential challenges clients might face and prepare thoughtful responses that highlight your problem-solving skills and empathy.
✨Highlight Your Flexibility and Independence
This role offers freedom over your schedule, so be ready to discuss how you manage your time and work independently. Share examples from your past experiences where you've successfully balanced multiple tasks or projects.