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- Tasks: Consult with clients, prepare estate planning documents, and build your own client base.
- Company: Become An Estate Planner offers a supportive community and comprehensive training.
- Benefits: Full training provided, access to professional tools, and flexible working hours.
- Why this job: Create your own practice and make a real difference in people's lives.
- Qualifications: Motivated individuals with good communication skills and a willingness to learn.
- Other info: Earn commission-based income, with potential earnings of £500 to £2,000+ per month.
The predicted salary is between 500 - 2000 £ per month.
Become An Estate Planner is recruiting self-employed estate planners and will writers across the UK. Whether you're already working in the estate planning industry and want to branch out on your own, or you're completely new and looking for a way into the profession, we provide the training, tools, and ongoing support to help you build a successful practice.
We supply comprehensive training in will writing, estate planning fundamentals, client consultations, and business development — all included at no cost to you. You'll also get access to our professional software platform, marketing materials, and a supportive community of fellow planners.
What You'll Be Doing:
- Consulting with clients to understand their estate planning needs, including wills, trusts, and lasting powers of attorney
- Preparing professional estate planning documents using our software platform
- Building and managing your own client base through local networking, referrals, and marketing
- Attending training sessions to develop your knowledge of estate planning law and best practice
- Working independently from home, setting your own hours and workload
What We Provide:
- Full training programme at your own pace — no prior experience needed
- Access to professional estate planning software and document generation tools
- Marketing support and branded materials to help you win clients
- Ongoing mentorship and business development guidance
- A network of fellow estate planners for peer support
What We're Looking For:
- Motivated individuals who want to build something for themselves
- Good communication skills and confidence speaking with clients
- Willingness to learn — full training is provided regardless of your background
- Basic computer literacy and access to a laptop or PC and internet connection
- Must be based in the UK
Earnings are commission-based and depend on the number of clients you work with. Typical estate planners earn between £500 and £2,000+ per month part-time, scaling with experience and client base.
Self-Employed Estate Planner - Will Writer (Full Training Provided) in Worksop employer: Project Will LTD
Contact Detail:
Project Will LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Estate Planner - Will Writer (Full Training Provided) in Worksop
✨Tip Number 1
Network like a pro! Get out there and meet people in your community. Attend local events, join groups, or even hit up social media platforms to connect with potential clients. The more you engage, the more likely you are to build that all-important client base.
✨Tip Number 2
Don’t underestimate the power of referrals! Once you start working with clients, ask them for feedback and encourage them to spread the word. Happy clients are your best marketing tool, so make sure they know how much you appreciate their support.
✨Tip Number 3
Keep learning and stay updated! The estate planning field is always evolving, so take advantage of the training sessions we offer. This not only boosts your confidence but also shows clients that you’re committed to providing the best service possible.
✨Tip Number 4
Use our website to your advantage! Apply through our platform to access all the resources we provide. From marketing materials to software tools, everything is designed to help you succeed, so don’t miss out on what’s available to you.
We think you need these skills to ace Self-Employed Estate Planner - Will Writer (Full Training Provided) in Worksop
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for estate planning shine through! We want to see that you're excited about the opportunity and ready to learn. A bit of personality goes a long way!
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with what we’re looking for. Mention any relevant communication skills or willingness to learn — it’ll make you stand out!
Keep It Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Avoid jargon and ensure your key points are easy to read. This shows us you can communicate effectively with clients too.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you get all the latest updates about the role. Plus, it’s super easy to do!
How to prepare for a job interview at Project Will LTD
✨Know Your Stuff
Make sure you understand the basics of estate planning, including wills, trusts, and powers of attorney. Familiarise yourself with the training materials provided by the company so you can confidently discuss how you would approach client consultations.
✨Show Your Communication Skills
Since this role involves consulting with clients, practice articulating your thoughts clearly and confidently. You might want to prepare a few scenarios or questions that demonstrate your ability to listen and respond effectively to client needs.
✨Demonstrate Your Motivation
This position is perfect for self-starters, so be ready to share why you’re excited about becoming an estate planner. Talk about your goals and how you plan to build your client base, showing that you’re committed to making this opportunity work for you.
✨Ask Smart Questions
Prepare thoughtful questions about the training programme, support available, and the software tools you'll be using. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.