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For Companies Self-Employed Estate Planning Consultant
Co-op, Buckinghamshire, England, United Kingdom
Self-employed estate planning consultant, uncapped commission-based earnings. Benefits include flexibility to manage your own workload and IT equipment provided.
Must live within an hour and a half commute of any of the following locations: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.
What you\’ll do
- Attend appointments generated by the company
- Gain referrals and self-generate at least 50% of new business
- Discuss the benefits of estate planning and legal services products including wills, LPAs, trusts and probate services
- Have the support of Co-op Legal Services, an SRA regulated business, to draft legal documents
- Deliver talks and seminars arranged by the company to community groups covering later life legal products and services
- Work closely with customers to identify needs and take accurate instructions to meet their needs
- Capture customers instructions using our in-house Estate Planning Assistant software
This role would suit people who have
- Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
- Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
- The ability to relay complex legal information in a way customers can understand
- Confidence when presenting and a natural flair for engaging an audience
- The ability to consult, influence and negotiate whilst showing enthusiasm for the product and services
- Practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software
- A full UK drivers license with access to your own vehicle
We\’re actively building diverse teams and welcome applications from everyone.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Legal
Industries
- Law Practice and Legal Services
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Self-Employed Estate Planning Consultant employer: Co-op
As a self-employed Estate Planning Consultant with Co-op Legal Services, you will enjoy the freedom to manage your own workload while benefiting from uncapped commission-based earnings. Our supportive work culture prioritises your professional growth, offering access to industry-leading resources and training, all within a flexible environment that allows you to connect with clients through video calls and home visits across various UK locations.
Contact Detail:
Co-op Recruiting Team
