Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients choose the right wills and trusts while guiding them through their options.
- Company: Join a dynamic recruitment agency focused on empowering self-employed professionals.
- Benefits: Flexible working hours, build your own practice, and earn based on your efforts.
- Other info: Ideal for motivated individuals looking to thrive independently.
- Why this job: Make a real difference in people's lives by helping them secure their legacies.
- Qualifications: Strong communication skills and a passion for customer service are key.
The predicted salary is between 30000 - 40000 £ per year.
A recruitment agency in the UK is seeking a self-employed Will and Estate Planner to assist clients in selecting suitable wills and trusts. As part of your role, you will guide clients through their options, provide solutions for individual needs, and ensure all instructions are communicated effectively.
This position is well-suited for driven individuals who can work independently while building their own practice. Excellent communication and customer service skills are essential for success in this rewarding role.
Home-Based Will & Estate Planner - Self-Employed employer: Buchan and London Recruitment
Contact Detail:
Buchan and London Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home-Based Will & Estate Planner - Self-Employed
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues to let them know you're on the hunt for clients. Word of mouth is powerful, and personal connections can lead to referrals.
✨Tip Number 2
Show off your expertise! Create informative content about wills and estate planning on social media or a blog. This not only positions you as an expert but also attracts potential clients who need your services.
✨Tip Number 3
Don’t shy away from local events! Attend community gatherings or workshops related to estate planning. It’s a great way to meet potential clients face-to-face and build trust in your services.
✨Tip Number 4
Apply through our website! We’ve got resources and support to help you get started. Plus, it’s a straightforward way to connect with opportunities that match your skills and ambitions.
We think you need these skills to ace Home-Based Will & Estate Planner - Self-Employed
Some tips for your application 🫡
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing your ability to explain complex ideas simply.
Tailor Your Application: We want to see how you fit into the role of a Will and Estate Planner. Make sure to highlight any relevant experience or skills that align with guiding clients through their options and providing tailored solutions.
Be Yourself: This position is all about building relationships with clients, so let your personality shine through in your application. We’re looking for driven individuals who can work independently, so don’t hesitate to share your unique approach to client service.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our team!
How to prepare for a job interview at Buchan and London Recruitment
✨Know Your Wills and Trusts
Make sure you brush up on the different types of wills and trusts before your interview. Being able to discuss specific options and their benefits will show that you're knowledgeable and ready to assist clients effectively.
✨Showcase Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly. You might want to prepare examples of how you've successfully communicated complex information to clients in the past.
✨Demonstrate Your Independence
As a self-employed planner, you'll need to show that you can work independently. Share experiences where you've taken initiative or built something from the ground up, highlighting your ability to manage your own practice.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. This will not only prepare you for questions but also demonstrate your problem-solving skills and customer service focus.