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- Tasks: Assist families with future legal planning through empathetic consultations.
- Company: Growing tech company in the UK focused on estate planning.
- Benefits: Structured training, health plans, and opportunities for charitable contributions.
- Why this job: Make a meaningful impact by helping families secure their future.
- Qualifications: Strong communication skills and emotional intelligence required.
- Other info: Join a supportive team with great career development potential.
The predicted salary is between 20000 - 28000 £ per year.
A growing tech company in the UK is seeking a Trainee Estate Planning Consultant to assist families in preparing for future legal planning. This role involves conducting empathetic consultations and guiding clients through options for wills and trusts.
The ideal candidate has strong communication skills and emotional intelligence. The position offers a structured training program and various benefits, including health plans and charitable contributions.
Estate Planning Consultant Trainee employer: Octopus Legacy
Contact Detail:
Octopus Legacy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant Trainee
✨Tip Number 1
Network like a pro! Reach out to professionals in the estate planning field through LinkedIn or local meetups. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Practice your communication skills! Since this role is all about empathetic consultations, we suggest role-playing with friends or family. Get comfortable discussing sensitive topics and guiding them through options for wills and trusts.
✨Tip Number 3
Research the company! Familiarise yourself with their values and mission. When you apply through our website, make sure to tailor your approach to show how you align with their goals and how you can contribute to their growth.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds. We believe it’s a simple yet effective way to stand out from the crowd.
We think you need these skills to ace Estate Planning Consultant Trainee
Some tips for your application 🫡
Show Your Empathy: When writing your application, make sure to highlight your ability to connect with people. We want to see how you can approach sensitive topics with care and understanding, as this is key in estate planning.
Communicate Clearly: Strong communication skills are a must for this role. Use clear and concise language in your application to demonstrate your ability to convey complex information simply. Remember, we’re looking for clarity!
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that align with the Estate Planning Consultant role. We love seeing genuine interest!
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Octopus Legacy
✨Know Your Stuff
Before the interview, make sure you understand the basics of estate planning. Brush up on wills, trusts, and the legal jargon that comes with them. This will not only show your interest in the role but also help you answer questions confidently.
✨Show Your Empathy
As a Trainee Estate Planning Consultant, you'll be dealing with sensitive topics. Practice how to convey empathy during your responses. Think about how you would approach a client who is going through a tough time and be ready to demonstrate that understanding in your interview.
✨Communicate Clearly
Strong communication skills are key for this role. During the interview, focus on articulating your thoughts clearly and concisely. Use examples from your past experiences where you successfully communicated complex information to others.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! This shows your genuine interest in the position. Inquire about the training programme, the company culture, or how they support their consultants in developing emotional intelligence.
