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- Tasks: Help clients with estate planning through video calls and home visits.
- Company: Join Co-op, a fast-growing business with a strong customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Why this job: Make a real impact by guiding clients in important legal decisions.
- Qualifications: Experience in estate planning or will writing is essential.
- Other info: Work remotely and engage with diverse communities across the UK.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Self-Employed Estate Planning Consultant role at Co-op. We are seeking experienced estate planning consultants to cover various locations across the UK. Our fast-growing business has high demand for our services, driven by our customer-first approach and strong brand presence.
If you possess the necessary skills, we offer 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 make informed legal planning decisions. Up-to-date experience and knowledge of key legal principles are required.
As a self-employed consultant, you will have the flexibility to manage your workload. Client appointments are primarily conducted via video calls (national) and home visits (local).
Responsibilities include:
- Attend appointments generated by the company
- Generate referrals and self-source at least 50% of new business
- Discuss estate planning and legal services products including Wills, LPAs, Trusts, and probate services
- Work with Co-op Legal Services, an SRA-regulated business, to draft legal documents
- Deliver talks and seminars to community groups on legal products and services
- Work closely with clients to identify needs and take accurate instructions
- Use our Estate Planning Assistant software to record customer instructions
Ideal candidates will have:
- Proven estate planning or will writing experience, trained to IPW or SWW standards, or legal qualification through CILEX
- Excellent interpersonal skills, empathetic nature, and ability to identify customer needs
- Ability to communicate complex legal information clearly
- Confidence in presentations and engaging audiences
- Negotiation and influencing skills, enthusiasm for our products
- IT literacy with Microsoft Office and adaptability to custom software
- A full UK driver’s license and access to a vehicle
We welcome applications from diverse backgrounds.
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 professionals in the estate planning and legal sectors. Attend local seminars or workshops to meet potential clients and other consultants, which can help you build a referral network.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in estate planning laws. This knowledge will not only boost your confidence but also demonstrate your expertise to potential clients during consultations.
✨Tip Number 3
Practice your presentation skills by conducting mock seminars or talks. Engaging your audience effectively will enhance your ability to communicate complex legal information clearly, which is crucial for this role.
✨Tip Number 4
Utilise social media platforms to showcase your expertise in estate planning. Share informative content that addresses common questions or concerns, helping to establish your credibility and attract potential clients.
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 experience in estate planning or will writing. Include specific examples of your work, especially any relevant qualifications like IPW or SWW standards, and emphasise your interpersonal skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to communicate complex legal information clearly and your enthusiasm for their products. Personalise it to reflect why you want to work with Co-op.
Highlight Relevant Experience: In your application, focus on your proven estate planning experience. Discuss your familiarity with legal principles and any previous roles where you successfully engaged clients or delivered presentations.
Showcase Your IT Skills: Since the role requires IT literacy, mention your proficiency with Microsoft Office and any experience with custom software. If you have used similar tools in past roles, be sure to include that information.
How to prepare for a job interview at Co-op
✨Showcase Your Expertise
Make sure to highlight your experience in estate planning and any relevant qualifications. Be prepared to discuss specific cases where you've successfully helped clients, as this will demonstrate your knowledge and ability to apply legal principles effectively.
✨Communicate Clearly
Since the role involves explaining complex legal information, practice articulating your thoughts clearly and concisely. Use simple language when discussing legal concepts to ensure potential clients can easily understand the benefits of your services.
✨Demonstrate Empathy
Your ability to connect with clients on a personal level is crucial. During the interview, share examples of how you've identified and addressed client needs in the past. This will show that you possess the empathetic nature required for the role.
✨Prepare for Presentations
As the role includes delivering talks and seminars, be ready to showcase your presentation skills. Consider preparing a short mock presentation on a relevant topic to demonstrate your confidence and ability to engage an audience effectively.
