At a Glance
- Tasks: Help clients choose the right wills and trusts while guiding them through their options.
- Company: A dynamic recruitment agency in the UK focused on client satisfaction.
- Benefits: Flexible hours, work from home, and the chance to build your own practice.
- Other info: Perfect for self-motivated individuals looking for a rewarding career.
- Why this job: Make a real difference in people's lives while enjoying independence and flexibility.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 36000 - 60000 £ 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 in Weston-super-Mare employer: Buchan and London Recruitment
As a self-employed Will and Estate Planner with our agency, you will enjoy the flexibility of working from home while building your own practice in a supportive environment. We prioritise your professional growth, offering resources and networking opportunities to enhance your skills and client service capabilities. Join us to make a meaningful impact in clients' lives while enjoying the autonomy and rewards that come with self-employment.
Contact Details:
Buchan and London Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Home-Based Will & Estate Planner - Self-Employed in Weston-super-Mare
✨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 personal blog. This not only builds your credibility but also attracts potential clients who need your services.
✨Tip Number 3
Practice your pitch! When you meet potential clients, be ready to explain how you can help them with their unique needs. Tailor your approach to each individual, and don’t forget to highlight your excellent communication skills.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you succeed in this role. Plus, it’s a great way to get noticed by recruiters who are looking for self-motivated individuals like you.
We think you need these skills to ace Home-Based Will & Estate Planner - Self-Employed in Weston-super-Mare
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 even want to prepare a few scenarios where you've successfully guided clients through complex decisions in the past.
✨Demonstrate Your Independence
As a self-employed planner, you'll need to show that you can work independently. Share examples of how you've built your own practice or managed projects without direct supervision to highlight your self-motivation.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their expectations for the role and how they support their planners. This shows your genuine interest and helps you assess if it's the right fit for you.
