Estate Planning Consultant - Self Employment Role (Minimum 2+ years experience)

Estate Planning Consultant - Self Employment Role (Minimum 2+ years experience)

Full-Time 42000 - 100000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Advise clients on estate planning solutions and maintain strong relationships.
  • Company: Join a friendly team at Silvertime Legal, focused on client success.
  • Benefits: Flexible self-employed role with potential earnings up to £100,000.
  • Other info: Continuous training provided and a supportive team environment.
  • Why this job: Make a real difference in clients' lives while enjoying the freedom of self-employment.
  • Qualifications: 2+ years in estate planning and a passion for the legal industry.

The predicted salary is between 42000 - 100000 £ per year.

We are looking for experienced individuals with a strong client focus to join our team as Estate Planning Consultants. You will be working on a self-employed basis, so you must be self-motivated and disciplined, driven by a natural passion to seek the best advice for our clients.

Our unique software allows all the information to be linked directly to our lead system, and appointments are pre-arranged for the consultants by our team. All that's required is to attend the appointment and keep your diary up to date.

As a consultant, you are a representative for Silvertime Legal and a vital part of our business. This self-employed role has the following duties and responsibilities:

  • Visiting new and existing clients in their home or attending appointments via video conferencing platform, advising them on estate planning solutions.
  • Flexibility to fulfil appointments as required.
  • Continuous training and development to ensure advice is always relevant.
  • Build and maintain a strong relationship with clients.

Essential skills and experience we are looking for:

  • IT literate (Dropbox, Calendar etc. Although full induction day and training will be provided.)
  • Detail oriented, be a good listener.
  • Passionate about the legal industry.
  • Driver's licence and access to your own vehicle.
  • Experience within the estate planning field of 2 years.

We have a well-trained, friendly team, who love to work hard, achieve goals and have a good time doing so.

Job Types: Full-time, Part-time

Pay: £24,420.00-£100,000.00 per year

Application question(s): Are you comfortable traveling a 64 mile radius to appointments? Please provide an example of your experience in Estate Planning.

Experience: Estate planning: 2 years (required)

Language: Fluent English (required)

Licence/Certification: UK Drivers License (required)

Work authorisation: United Kingdom (required)

Willingness to travel: 100% (preferred)

Work Location: On the road

Estate Planning Consultant - Self Employment Role (Minimum 2+ years experience) employer: Silvertime Legal

Silvertime Legal offers an exceptional opportunity for self-motivated Estate Planning Consultants in Somerset, providing a supportive work culture that prioritises client relationships and professional growth. With pre-arranged appointments and continuous training, you can focus on delivering the best advice while enjoying the flexibility of self-employment. Join a friendly team that values hard work and camaraderie, making it a rewarding place to build your career.

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Contact Details:

Silvertime Legal Recruitment Team

We think you need these skills to ace Estate Planning Consultant - Self Employment Role (Minimum 2+ years experience)

Client Focus
Self-Motivation
Discipline
Estate Planning Knowledge
IT Literacy
Attention to Detail
Active Listening