Job Description Will & Estate Planner — Build a Local Will Advisor Practice | £50k–£100k+ OTE \n The Uncapped Local Opportunity \n Over 60% of UK adults live without a valid Will, leaving family assets unprotected. You are providing an essential legal service to a vast, untapped market. With full training in legal essentials and consultative advisory, you don't need prior legal experience - just empathy, discipline, and the drive to advise families in your community. \n What Sets This Practice Apart \n \n \n Monday–Friday Daytime Autonomy: Work a self-managed 35-hour week primarily during standard daytime hours, balancing in-person local visits with Zoom consultations. \n \n Full Legal Back-Office Support: Gather client instructions using a dedicated company iPad; our client's expert legal team handles all complex document drafting and execution. \n \n Complete Practice Launch: Comprehensive legal training, local marketing assets, and ongoing mentorship provided to get you up and running fast. \n \n Under 1% Cancellation Rate: Exceptional client retention ensures the instructions you take translate directly into reliable income. \n \n Self-Employed Earning Potential \n This is a self-employed, commission-only opportunity with no base salary, giving you complete ownership of your income with zero ceiling. You will actively build and manage your local client base using proven marketing channels: \n \n \n £50,000–£100,000+ Realistic Annual OTE: Uncapped commission structure with high-ticket instruction fees. \n \n High-Yield Practice: Established planners regularly achieve £90,000+ annually by running as few as 4 client consultations a week. \n \n An initial starter fee applies to establish your practice, with full details shared on your initial call. \n Who This Suits \n \n \n An entrepreneurial, self-motivated communicator who wants to build a high-value local business. \n \n You need high ethical standards, strong relationship-building skills, and the discipline to market locally. \n \n It will not work if you require a guaranteed basic salary or want a traditional corporate office role. \n The Process Promise \n Citrus Connect will call you within 48 hours for an informal conversation. We'll discuss your background, explain the practice-building model in detail, and help you decide if this is the right move for you. Apply today to start the conversation. \n \n JBRP1_UKTJ
Locations
Estate Planning Consultant in Grantham, Lincolnshire employer: CITRUS CONNECT LTD
As a Field Sales Consultant with us, you'll be part of a dynamic team dedicated to transforming lives through our innovative products. We offer a supportive work culture that prioritises employee growth, with comprehensive training and development opportunities to help you reach your financial goals. Located in a vibrant area, our company not only values your contributions but also fosters a sense of community and purpose in every role.
