Estate Planner

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 parties involved towards the successful completion of a case
• Prioritise and manage your own caseload to deliver against targets