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- Tasks: Help clients with estate planning through video calls and home visits.
- Company: Join a fast-growing business known for its customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Why this job: Make a real impact by guiding clients in their legal planning journey.
- Qualifications: Experience in estate planning or will writing is essential.
- Other info: Work remotely and engage with diverse teams across the UK.
The predicted salary is between 36000 - 60000 £ per year.
Self-employed Estate Planning Consultant
Uncapped commission-based earnings
Benefits including the flexibility to manage your own workload and IT equipment provided.
For this role, you’ll 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’re looking for experienced estate planning consultants to cover various locations across the UK. We’re 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’ll discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning. We’ll therefore need you to demonstrate up-to-date experience and knowledge of key legal principles. As a self-employed consultant, you’ll have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).
What you’ll 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.
- A full UK driver’s license with access to your own vehicle.
We’re actively building diverse teams and welcome applications from everyone.
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Self-Employed Estate Planning Consultant employer: Co-op
Contact Detail:
Co-op Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Estate Planning Consultant
✨Tip Number 1
Make sure to network with other estate planning professionals in your area. Attend local seminars or workshops related to estate planning to meet potential clients and gain referrals.
✨Tip Number 2
Familiarize yourself with the latest legal principles and updates in estate planning. This will not only boost your confidence but also help you engage effectively with clients during consultations.
✨Tip Number 3
Practice your presentation skills by conducting mock talks or seminars. This will help you become more comfortable when discussing complex legal information with potential customers.
✨Tip Number 4
Utilize social media platforms to showcase your expertise in estate planning. Share informative content that can attract potential clients and demonstrate your knowledge in the field.
We think you need these skills to ace Self-Employed Estate Planning Consultant
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your proven estate planning or will writing experience. Mention any qualifications such as IPW, SWW, or CILEX that demonstrate your legal expertise.
Showcase Interpersonal Skills: Since this role requires excellent interpersonal skills, provide examples of how you've successfully identified customer needs and communicated complex legal information in an understandable way.
Demonstrate IT Proficiency: Mention your practical IT literacy, especially with Microsoft Office and any custom software you have used. This is crucial for a remote working environment.
Express Enthusiasm: Convey your enthusiasm for the products and services offered. Use your application to show how you can engage an audience and present information confidently.
How to prepare for a job interview at Co-op
✨Showcase Your Expertise
Make sure to highlight your proven estate planning or will writing experience. Be prepared to discuss specific cases where you've successfully helped clients, demonstrating your knowledge of key legal principles.
✨Demonstrate Empathy and Interpersonal Skills
Since this role requires excellent interpersonal skills, practice conveying empathy during your interview. Share examples of how you've identified customer needs and provided tailored solutions in the past.
✨Communicate Complex Information Clearly
Prepare to explain complex legal concepts in simple terms. This will show your ability to relay information effectively, which is crucial for helping clients make informed decisions about their legal planning.
✨Engage with Confidence
During the interview, display confidence when discussing your approach to client consultations and presentations. Practice engaging an audience, as this will be key when delivering talks and seminars in the role.
