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- 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
Network with professionals in the estate planning and financial services sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients who can provide insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. Staying updated on changes in laws and best practices will not only enhance your knowledge but also demonstrate your commitment to potential employers.
✨Tip Number 3
Consider obtaining relevant certifications or qualifications that can bolster your expertise in estate planning. This can set you apart from other candidates and show your dedication to professional development.
✨Tip Number 4
Prepare for interviews by practising common questions related to estate planning scenarios. Being able to articulate your problem-solving skills and client management strategies will help you stand out during the selection process.
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: Customise your CV to reflect relevant experience in financial services or estate planning. Emphasise any previous roles that involved client consultations or asset management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure their assets. Mention why you are interested in this role and how your skills align with the company's mission.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in estate planning.
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 legal concepts in simple terms. Prepare examples of how you've successfully communicated with clients or colleagues in the past, highlighting your ability to listen and respond to their needs.
✨Demonstrate Your Problem-Solving Abilities
Be ready to discuss scenarios where you've had to think on your feet or resolve conflicts. This role requires a proactive approach to identifying client needs and providing tailored solutions, so showcasing your problem-solving skills will be crucial.
✨Research the Company’s Values and Services
Take the time to understand the company's mission and the specific services they offer. This knowledge will not only help you answer questions more effectively but also allow you to ask insightful questions that demonstrate your enthusiasm for the role.
