At a Glance
- Tasks: Help families secure their assets by providing essential estate planning services.
- Company: Join a supportive network with expert legal backing and mentorship.
- Benefits: Unlimited earning potential, flexible hours, and comprehensive training provided.
- Other info: Perfect for self-motivated individuals seeking autonomy and growth.
- Why this job: Make a real difference in your community while building your own business.
- Qualifications: No legal experience needed; just empathy, discipline, and strong communication skills.
The predicted salary is between 50000 - 100000 £ per year.
Will & Estate Planner — Build a Local Will Advisor Practice | £50k-£100k+ OTE
The Uncapped Local Opportunity
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.
What Sets This Practice Apart
- Monday-Friday Daytime Autonomy: Work a self-managed 35-hour week primarily during standard daytime hours, balancing in-person local visits with Zoom consultations.
- Full Legal Back-Office Support: Our client's expert legal team handles all complex document drafting and execution. Comprehensive legal training, local marketing assets, and ongoing mentorship provided to get you up and running fast.
Self-Employed Earning Potential
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.
Who This Suits
- An entrepreneurial, self-motivated communicator who wants to build a high-value local business.
- You need high ethical standards, strong relationship-building skills, and the discipline to market locally.
- It will not work if you require a guaranteed basic salary or want a traditional corporate office role.
We'll discuss your background, explain the practice-building model in detail, and help you decide if this is the right move for you.
Self Employed Estate Planning Consultant 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.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Estate Planning Consultant
✨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 Self Employed Estate Planning Consultant
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 CITRUS CONNECT LTD.
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 CITRUS CONNECT LTD 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 CITRUS CONNECT LTD. 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 CITRUS CONNECT LTD
✨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 CITRUS CONNECT LTD 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 CITRUS CONNECT LTD. 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 CITRUS CONNECT LTD.
✨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 CITRUS CONNECT LTD's needs. Confidence in pitching your worth can go a long way!
