At a Glance
- Tasks: Help families secure their wealth through estate planning and professional consultations.
- Company: Rapidly growing estate planning business based in Newbury, Berkshire.
- Benefits: Self-employed role with commission-based earnings and flexible working hours.
- Other info: Join a supportive team and enjoy the freedom to work at your own pace.
- Why this job: Make a real difference in people's lives by guiding them through important financial decisions.
- Qualifications: Life experience and understanding of family dynamics are key; previous sales experience is a plus.
The predicted salary is between 27000 - 33000 £ per year.
Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire. Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK. An understanding of the vagaries of life and the threats to a family's wealth are a distinct advantage.
This self-employed, commission based role involves showing the importance of having the right Will in place, discussing associated trusts, powers of attorney and funeral plans. Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.
Applicants may come from:
- A home service background
- Financial services
- Insurance services
- B2C Sales
- Home party sales
- Or simply someone wishing to return to a working environment after a break.
Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.
Estate Planning Consultant in Newbury employer: Breezy HR
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StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Newbury
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Estate Planning Consultant in Newbury
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Breezy HR.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Breezy HR time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Breezy HR. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Breezy HR
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Breezy HR will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Breezy HR. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Breezy HR.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Breezy HR's needs. Confidence in pitching your worth can go a long way!
