Estate Planning Consultant
Estate Planning Consultant

Estate Planning Consultant

Bristol Freelance 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients secure their assets through expert estate planning and will writing.
  • Company: Join a leading team with over 50 years of experience in financial services.
  • Benefits: Enjoy flexible working hours and fantastic corporate perks.
  • Why this job: Make a real impact by helping people protect their legacies in a growing field.
  • Qualifications: No prior experience needed; just a passion for helping others and strong communication skills.
  • Other info: This role offers the chance to work remotely and manage your own schedule.

The predicted salary is between 36000 - 60000 £ per year.

Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.

The Opportunity: In this role as an Estate Planning Consultant, you will have freedom over your schedule.

Estate Planning Consultant employer: Confidential

As a leading employer in the estate planning sector, our client offers a dynamic work culture that prioritises flexibility and employee well-being. With over 50 years of experience, they provide exceptional growth opportunities and comprehensive training, ensuring you can thrive in your role as an Estate Planning Consultant. Located in the heart of the UK, this is a unique chance to make a meaningful impact while enjoying a supportive environment that values your contributions.
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Contact Detail:

Confidential Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Estate Planning Consultant

✨Tip Number 1

Network with professionals in the estate planning and financial services sectors. Attend relevant seminars or workshops to meet potential colleagues and clients, as personal connections can often lead to job opportunities.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in estate planning. Being knowledgeable about current laws and practices will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Consider obtaining relevant certifications or qualifications that enhance your credibility as an Estate Planning Consultant. This shows your commitment to the field and can set you apart from other candidates.

✨Tip Number 4

Prepare for interviews by practising common questions related to estate planning scenarios. Demonstrating your problem-solving skills and ability to handle sensitive situations will make you a more attractive candidate.

We think you need these skills to ace Estate Planning Consultant

Knowledge of Estate Planning Laws
Will Writing Expertise
Client Relationship Management
Financial Acumen
Attention to Detail
Communication Skills
Negotiation Skills
Problem-Solving Skills
Time Management
Empathy and Understanding
Sales Skills
Analytical Skills
Confidentiality and Integrity
Adaptability

Some tips for your application 🫡

Understand the Role: Take time to thoroughly read the job description for the Estate Planning Consultant position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services, estate planning, or related fields. Use specific examples to demonstrate your expertise and how it aligns with the role.

Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for estate planning and your understanding of its importance. Mention why you want to work with this particular company and how you can contribute to their mission.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this field.

How to prepare for a job interview at Confidential

✨Understand the Importance of Estate Planning

Make sure you grasp the significance of estate planning and will writing. Familiarise yourself with common terms and concepts, as this will show your potential employer that you're genuinely interested in the field and understand its relevance.

✨Showcase Your Communication Skills

As an Estate Planning Consultant, you'll need to communicate complex information clearly. Prepare examples from your past experiences where you've successfully explained intricate topics to clients or colleagues, demonstrating your ability to simplify and clarify.

✨Prepare for Scenario-Based Questions

Expect questions that assess how you would handle specific client situations. Think about various scenarios you might encounter in estate planning and prepare thoughtful responses that highlight your problem-solving skills and empathy.

✨Research the Company’s Values and Services

Take the time to learn about the company’s history, values, and the specific services they offer. This knowledge will not only help you tailor your answers but also demonstrate your enthusiasm for joining their team and contributing to their mission.

Estate Planning Consultant
Confidential
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