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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 with uncapped commission-based earnings. Benefits include 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.
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
Network with other estate planning professionals in your area. Attend local seminars or workshops to connect with potential clients and gain referrals, which is crucial for self-generating business.
✨Tip Number 2
Familiarise yourself with the latest legal principles and estate planning products. This will not only boost your confidence during client interactions but also help you present complex information in an easily digestible manner.
✨Tip Number 3
Practice your presentation skills by delivering talks to community groups or friends. Engaging an audience effectively can set you apart and demonstrate your enthusiasm for the services you offer.
✨Tip Number 4
Make sure you're comfortable using Microsoft Office and any custom software you'll be working with. Being tech-savvy will enhance your efficiency and allow you to focus more on client needs.
We think you need these skills to ace Self-Employed Estate Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your estate planning experience and any relevant qualifications, such as IPW or SWW training. Emphasise your interpersonal skills and ability to communicate complex legal information clearly.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've successfully engaged with clients in the past and how you can contribute to their customer-first approach.
Showcase Your IT Skills: Since the role involves using in-house software and Microsoft Office, highlight your practical IT literacy. Provide examples of how you've effectively used technology in previous roles to enhance client interactions or streamline processes.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to estate planning and how you identify customer needs. Prepare to demonstrate your confidence in presenting and engaging an audience, as these are key aspects of the role.
How to prepare for a job interview at Co-op
✨Showcase Your Expertise
Make sure to highlight your experience in estate planning and will writing. Be prepared to discuss specific cases where you've successfully helped clients, demonstrating your knowledge of key legal principles.
✨Demonstrate Empathy and Communication Skills
Since this role involves discussing complex legal information with clients, practice explaining these concepts in simple terms. Show that you can connect with clients on a personal level and understand their needs.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. This could include discussing the benefits of different estate planning products or addressing common concerns clients may have.
✨Familiarise Yourself with Technology
As the role involves using specific software for capturing customer instructions, ensure you're comfortable with technology. Brush up on Microsoft Office skills and be ready to adapt to new software quickly.
