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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.
Contact Detail:
JobFlurry 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 help you stand out during interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 2
Network with professionals in the estate planning and financial services sectors. Attend relevant events or join online forums to connect with others in the industry, which can lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully navigated complex situations. Being able to share specific examples of how you've helped clients or resolved issues will showcase your expertise and problem-solving skills.
✨Tip Number 4
Research our company culture and values thoroughly. Understanding what we stand for will allow you to tailor your conversations and show how your personal values align with ours, making you a more attractive candidate.
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 similar roles.
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 makes you a great fit.
Highlight Soft Skills: Emphasise your communication and interpersonal skills, as these are crucial for building trust with clients. Provide examples of how you've successfully interacted with clients in the past.
How to prepare for a job interview at JobFlurry
✨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 engage in meaningful discussions during the interview.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, you'll need to explain complex information clearly. Prepare examples of how you've successfully communicated with clients or colleagues in the past, demonstrating your ability to simplify intricate topics.
✨Demonstrate Empathy and Understanding
Estate planning can be a sensitive topic for many people. Be ready to discuss how you would approach clients with empathy and understanding, ensuring they feel comfortable discussing their needs and concerns.
✨Prepare Questions About the Role
Show your enthusiasm by preparing thoughtful questions about the role and the company. This not only demonstrates your interest but also helps you assess if the position aligns with your career goals and values.
