At a Glance
- Tasks: Help families secure their wealth through estate planning and consultations.
- Company: Rapidly growing estate planning business based in Newbury, Berkshire.
- Benefits: Self-employed role with commission-based earnings and flexible working hours.
- Other info: Join a supportive team and build your own network while working at your own pace.
- Why this job: Make a real difference in people's lives by protecting their family's future.
- Qualifications: Life experience and understanding of family dynamics are key.
The predicted salary is between 30000 - 40000 £ per year.
Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire. Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK. An understanding of the vagaries of life and the threats to a family’s wealth are a distinct advantage.
This self‑employed, commission based role involves showing the importance of having the right Will in place, discussing associated trusts, powers of attorney and funeral plans. Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.
Applicants may come from:
- A home service background
- Financial services
- Insurance services
- B2C Sales
- Home party sales
- Or simply someone wishing to return to a working environment after a break.
Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.
Estate Planning Consultant in Newbury employer: Different Technologies Pty Ltd.
Kept Assets is an exceptional employer that values personal growth and flexibility, offering a self-employed, commission-based role as an Estate Planning Consultant in the picturesque town of Newbury, Berkshire. With a strong focus on training and support, employees can thrive in a collaborative work culture while utilising their own networks to provide meaningful services to clients, making a real difference in family wealth management. The company fosters an inclusive environment where diverse life experiences are celebrated, ensuring that every consultant has the opportunity to succeed and grow professionally.
Contact Details:
Different Technologies Pty Ltd. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Newbury
✨Tip Number 1
Network, network, network! Reach out to your connections and let them know you're on the hunt for an Estate Planning Consultant role. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get familiar with the ins and outs of estate planning. Brush up on wills, trusts, and powers of attorney. The more knowledgeable you are, the more confident you'll feel during interviews and discussions with potential clients.
✨Tip Number 3
Practice your pitch! Whether it's a casual chat or a formal interview, being able to clearly explain the importance of estate planning will set you apart. We suggest role-playing with a friend to nail down your delivery.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Estate Planning Consultant in Newbury
Some tips for your application 🫡
Show Your Understanding:Make sure to highlight any experience or knowledge you have about estate planning, family wealth, and the importance of having the right Will. We want to see that you understand the nuances of life and how they impact families.
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect how your background fits with our needs. We love seeing applicants who take the extra step to connect their experiences with what we do.
Be Yourself:We’re looking for genuine people who can relate to clients on a personal level. Don’t be afraid to let your personality shine through in your application. Share your life experiences and how they’ve shaped your understanding of family dynamics.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at Different Technologies Pty Ltd.
✨Know Your Stuff
Make sure you understand the basics of estate planning, including wills, trusts, and powers of attorney. Familiarise yourself with common terms and concepts so you can speak confidently about them during the interview.
✨Showcase Your Experience
Whether you come from a home service background or financial services, be ready to share relevant experiences that highlight your understanding of family dynamics and wealth protection. Use specific examples to demonstrate how your past roles have prepared you for this position.
✨Connect with Their Mission
Research Kept Assets and their approach to estate planning. Show genuine interest in their expansion plans and how you can contribute to their mission. This will help you stand out as someone who is not just looking for a job, but is passionate about the work they do.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows that you’re engaged and serious about the role. You might ask about their training process or how they support consultants in building their client base.
