At a Glance
- Tasks: Help clients with estate planning and legal services through video calls and home visits.
- Company: Join a fast-growing team at Co-op Group, known for its customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Other info: Work remotely with excellent support and opportunities for personal growth.
- Why this job: Make a real difference in people's lives while managing your own schedule.
- Qualifications: Experience in estate planning or will writing, with strong interpersonal skills.
The predicted salary is between 36000 - 60000 £ per year.
Self-employed Estate Planning Consultant with uncapped commission-based earnings. Benefits include the flexibility to manage your own workload and IT equipment provided.
For this role, you will need to live within an hour and a half commute of either: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.
We are looking for experienced estate planning consultants to cover various locations across the UK. We are a fast-growing business with huge demand for our services, owing to our customer-first approach and strong brand presence.
If you have the skills we need, we can offer you a fantastic opportunity to work with our industry-leading team. In this role, you will discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning. We will therefore need you to demonstrate up-to-date experience and knowledge of key legal principles.
As a self-employed consultant, you will have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).
What you will do:
- Attend appointments generated by the company
- Gain referrals and self-generate at least 50% of new business
- Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services
- Have the support of Co-op Legal Services, an SRA regulated business, to draft legal documents
- Deliver talks and seminars arranged by the company to community groups covering later life legal products and services
- Work closely with customers to identify needs and take accurate instructions to meet their needs
- Capture customers' instructions using our in-house Estate Planning Assistant software
This role would suit people who have proven estate planning or will writing experience, trained to the standard of IPW or SWW or legally qualified through CILEX, excellent interpersonal skills with an empathetic nature and the ability to identify customer needs, the ability to relay complex legal information in a way customers can understand, confidence when presenting and a natural flair for engaging an audience, the ability to consult, influence and negotiate whilst showing enthusiasm for the product and services, practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software, and a full UK driver's license with access to your own vehicle.
We are actively building diverse teams and welcome applications from everyone.
Self-Employed Estate Planning Consultant employer: Career Choices Dewis Gyrfa Ltd
Co-op Group is an exceptional employer for self-employed Estate Planning Consultants, offering uncapped commission-based earnings and the flexibility to manage your own workload. With a strong commitment to customer service and a supportive team environment, you will have access to valuable resources and IT equipment, enabling you to thrive in your role while enjoying the autonomy of self-employment. The company's focus on employee growth and community engagement makes it a rewarding place to build your career in estate planning.
Contact Details:
Career Choices Dewis Gyrfa Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Estate Planning Consultant
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
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Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Career Choices Dewis Gyrfa Ltd, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
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We think you need these skills to ace Self-Employed Estate Planning Consultant
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Career Choices Dewis Gyrfa Ltd, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Career Choices Dewis Gyrfa Ltd and the specific role of Self-Employed Estate Planning Consultant. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Career Choices Dewis Gyrfa Ltd’s culture!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Career Choices Dewis Gyrfa Ltd.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Career Choices Dewis Gyrfa Ltd.
