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- Tasks: Conduct home visits to assist clients with drafting wills and estate planning.
- Company: Join Octopus Legacy, a fast-growing tech company transforming the estate planning industry.
- Benefits: Enjoy flexible holidays, health insurance, and discounts on services, plus a birthday day off!
- Why this job: Be part of a mission-driven team that makes a real difference in people's lives.
- Qualifications: Must have a UK driving licence, knowledge of wills, and excellent communication skills.
- Other info: Work remotely with opportunities for in-office collaboration; we value diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
We’re hiring across multiple locations in England, including Edinburgh, London, Yorkshire, Newcastle, Exeter, Cambridge, and more! To apply, you must have a valid UK driving licence, access to a car, and be willing to travel within your local area for appointments.
The Company
We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group. We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death. But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us.
The Role
We are seeking a dedicated Estate Planning Consultant who will be responsible for conducting home visits to assist clients in the process of drafting and creating wills. You will take the time to discuss your clients' requirements in detail, explaining how the use of wills, trusts and lasting powers of attorney can work to protect them, their estate and their loved ones. The ideal candidate will excel in providing personalised and comprehensive guidance to individuals and families, ensuring their wishes are accurately documented whilst showing compassion and care.
Key Responsibilities:
- Conduct in-depth consultations during home visits to understand clients' unique needs, assets, and preferences for estate planning.
- Guide clients through the legal aspects of will creation, addressing questions and concerns with clarity and expertise.
- Collaborate with legal teams and resources to stay informed about current estate planning laws and regulations.
- Maintain a meticulous record-keeping system to track client information, preferences, and any legal documentation.
- Support with online Wills and other services within the company when required.
- Provide exceptional customer service by offering ongoing support and addressing any post-visit inquiries or adjustments.
- Stay abreast of industry trends and best practices in estate planning to enhance service delivery.
Who Are You?
- Comfortable being fully remote on appointments (opportunity to be in office outside of appointments).
- Must have a full UK driving license and be willing to drive around London.
- Knowledge of how to write Wills and understanding the legalities.
- Knowledge of how LPAs work.
- In-depth understanding of Octopus Legacy’s services and ability to upsell.
- Proficient in identifying indicators of concerns related to clients' testamentary capacity.
- High levels of empathy, discretion and care.
- Excellent verbal and written communication skills.
- Active listening skills and the ability to understand the customer’s needs.
- Proactive in initiating tasks independently and effectively following instructions.
- Flexible schedule to accommodate home visits based on clients' availability.
Our Mission
When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you’re here. And after you’re gone. Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one. Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.
Flexible holiday + extra day off for your Birthday. Vitality Health & Life Insurance. Enhanced parental leave. Free Will & LPAs + discounts on other Octopus services. Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. Octopus Giving: we match any charitable fundraising that you do up to £500.
We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
Estate Planning Consultant employer: Octopus Legacy
Contact Detail:
Octopus Legacy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Familiarise yourself with the estate planning laws and regulations in the UK. This knowledge will not only help you during client consultations but also demonstrate your expertise and commitment to the role.
✨Tip Number 2
Network with professionals in the legal and financial sectors. Building relationships with solicitors and financial advisors can lead to referrals and enhance your credibility as an Estate Planning Consultant.
✨Tip Number 3
Practice your communication skills, especially active listening. Being able to understand and empathise with clients' needs is crucial in this role, so consider role-playing scenarios with friends or family.
✨Tip Number 4
Stay updated on industry trends and best practices in estate planning. Subscribe to relevant newsletters or join online forums to keep your knowledge fresh and show potential employers that you're proactive about your professional development.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Estate Planning Consultant. Familiarise yourself with the legal aspects of wills and trusts, as well as the compassionate approach required for client interactions.
Tailor Your CV: Highlight relevant experience in estate planning or similar fields in your CV. Emphasise your communication skills, empathy, and any previous roles that involved client consultations or legal documentation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients through difficult times. Mention your understanding of Octopus Legacy’s mission and how your values align with theirs. Be sure to include specific examples of how you've demonstrated care and attention in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Octopus Legacy
✨Understand the Role
Make sure you thoroughly understand the responsibilities of an Estate Planning Consultant. Familiarise yourself with the legal aspects of wills, trusts, and lasting powers of attorney, as well as Octopus Legacy’s services. This knowledge will help you answer questions confidently.
✨Show Empathy and Care
Given the sensitive nature of estate planning, it's crucial to demonstrate empathy during your interview. Share examples from your past experiences where you've shown compassion and understanding towards clients, especially in difficult situations.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client concerns. Think about how you would approach various situations, such as a client unsure about their testamentary capacity or needing guidance on complex legal matters.
✨Highlight Your Communication Skills
Effective communication is key in this role. Be prepared to discuss how you tailor your communication style to meet the needs of different clients. Provide examples of how you've successfully explained complex information in a clear and relatable manner.
