At a Glance
- Tasks: Help people secure their assets through will writing and estate planning.
- Company: Join a leading team in the UK's estate planning services.
- Benefits: Earn £50,000 – £100,000 OTE with flexible hours and self-managed scheduling.
- Other info: Receive full training and support, plus a start-up kit for your journey.
- Why this job: Make a real difference by providing peace of mind to families.
- Qualifications: Strong communication skills and an entrepreneurial spirit are essential.
The predicted salary is between 50000 - 100000 £ per year.
Job Description
Overview
Join the leading team in Will Writing and Estate Planning services in the UK.
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 these services is unprecedented.
Benefits
- £50,000 – £100,000 OTE, self‑employed with uncapped commission
- Self‑managed scheduling and flexible working hours
- Full sales, marketing, and product training
- Start‑up kit including a tablet, sales kit, and extensive support for a one‑off £1,195 investment
- Help secure people’s assets and provide peace of mind
Responsibilities
- Conduct online and face‑to‑face will instructions
- Upsell services such as trusts, funeral plans, and document storage
- Generate leads with our full training and support system
Qualifications
- Consultative sales approach and entrepreneurial spirit
- Strong communication skills and passion for the industry and sales
- Independent, motivated, and adept at generating referrals
- Presentable and ready to impress
- Access to a car and driver’s licence
- Ability to get out of your comfort zone
- #J-18808-Ljbffr
Estate Planning Consultant in York employer: Energy Jobline ZR
World Wide Technology (WWT) is an exceptional employer that fosters a culture of innovation and collaboration, making it an ideal place for a Programme Director in London. With a strong focus on employee growth, WWT offers opportunities to lead cutting-edge automation projects while working in a hybrid environment that promotes work-life balance. The company values transparent communication and client-first service, ensuring that employees are empowered to drive meaningful outcomes and develop their skills in a supportive atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in York
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Energy Jobline ZR for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Estate Planning Consultant in York
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Energy Jobline ZR. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Energy Jobline ZR. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Energy Jobline ZR
✨Show Off Your Financial Savvy
When you're talking with Energy Jobline ZR, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Energy Jobline ZR.
