At a Glance
- Tasks: Help clients protect their future by providing estate planning solutions.
- Company: Join Just Wills & Legal Services, a leading estate planning provider.
- Benefits: Enjoy uncapped earnings, flexible hours, and full training support.
- Other info: Work independently but with the backing of an experienced team.
- Why this job: Make a real difference in people's lives while building your own business.
- Qualifications: Confident communicators with customer-facing experience are welcome.
The predicted salary is between 40500 - 49500 £ per year.
Self-Employed - Uncapped Earning Potential
Flexible hours in South West and Oxfordshire locations plus Nationwide opportunities also available.
Full Training & Ongoing Support
What if your next career gave you the freedom to work for yourself, the backing of an established national business and the opportunity to build a genuinely rewarding income?
About Us
At Just Wills & Legal Services, we have built our reputation on helping people plan for the future with confidence. As one of the UK's leading estate planning providers, we specialise in Wills, Trusts, Lasting Powers of Attorney and Probate, offering a professional home visit service tailored to each client's individual needs.
Our consultants are supported every step of the way by an experienced legal team, comprehensive training and ongoing development, allowing them to focus on what they do best - building trusted relationships and delivering an exceptional service.
Role overview
As an Estate Planning Consultant, you'll visit clients in their homes, taking the time to understand their circumstances before discussing the estate planning solutions available to them. This is a consultative role, not a hard sales role. You'll build trust with your clients, explain products in a straightforward and professional way, and help them make informed decisions about protecting their future.
You will introduce services including:
- Wills
- Trusts
- Lasting Powers of Attorney
- Probate
- Estate Planning
You won't prepare the legal documents yourself. Our specialist legal team handles all drafting, compliance and legal work, leaving you free to focus on your clients.
The ideal candidate
You could come from sales, customer service, financial services, estate agency, retail, hospitality or another customer-facing background. We need someone who is:
- A confident communicator
- Friendly and approachable
- Able to build trust quickly
- Self-motivated and organised
- Honest, professional and ethical
- Comfortable working independently
- A holder of a full UK driving licence with access to your own vehicle
The Opportunity
At Just Wills & Legal Services, we are looking for people who enjoy meeting others, building relationships and making a real difference. Every day you'll help individuals and families protect what matters most by guiding them through important estate planning decisions.
You don't need experience in wills or legal services. If you are confident talking to people, enjoy face-to-face meetings and have the drive to succeed, we'll provide everything else.
Joining Just Wills & Legal Services means you're in business for yourself, but never by yourself.
We provide:
- Uncapped earning potential
- The opportunity for high performers to achieve a six-figure income
- Professional training from day one
- Accreditation through The Society of Will Writers
- Ongoing coaching and mentoring
- Full legal and professional indemnity support
- Marketing materials and business development support
- An experienced head office team to support you
- The opportunity to build a sustainable business with long-term residual income
- Flexible working that fits around your lifestyle
Estate planning isn't just paperwork. It's about helping people protect their families, their assets and their wishes for the future.
If you are looking for a rewarding opportunity where your success is recognised, please apply now with your updated CV.
Estate Planning Consultant in Plymouth employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Plymouth
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
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Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
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We think you need these skills to ace Estate Planning Consultant in Plymouth
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Jobiqo.
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How to prepare for a job interview at Jobiqo
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In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Jobiqo will want to see your numbers dance!
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When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Jobiqo's needs. Confidence in pitching your worth can go a long way!
