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- Tasks: Help clients protect their loved ones with tailored estate planning services.
- Company: Join Squiggle Consult, a trusted name in estate planning.
- Benefits: Enjoy uncapped commission, flexible hours, and comprehensive training.
- Other info: Access to ongoing support and marketing resources to grow your business.
- Why this job: Make a real difference in people's lives while managing your own schedule.
- Qualifications: Experience in consultancy and a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
As an Estate Planning Consultant with Squiggle Consult, you will enjoy a varied and very rewarding career helping our customers protect their loved ones with professionally drafted estate planning. For many people writing a Will is something that they have been putting off for years; it can be a pretty daunting prospect for some. That’s why our Estate Planning Consultants are trained not only in the legal implications of writing a Will, Trust or Lasting Power of Attorney but also to deliver a professional service empathetic to the client’s needs. By conducting your appointment in the privacy and comfort of the client's home, we hope to mitigate any anxiety they may feel.
Our Estate Planning Consultants provide a complete end-to-end estate planning service from taking Will instructions to providing advice on Trusts and Inheritance Tax planning. Full and ongoing training is given.
As a self-employed Estate Planning Consultant with Squiggle Consult Ltd, you will be home-based, run your own diary, and enjoy an attractive package with uncapped commission. Our marketing team provides you with all the collateral that you need, free of charge, and is on hand to support you in any marketing efforts you may wish to undertake. Opportunities are available across the country.
What you get when you become a Squiggle Estate Planning Consultant:
- 2-3 weeks comprehensive start-up training
- Society of Will Writers Affiliate Membership
- Ongoing professional development via workshops, member events & emails
- Ongoing technical support
- Marketing materials
- Access to bespoke marketing support
- Direct access to a member of the Squiggle team
- Product guides and business tools
- PI Insurance up to £2m
- Exclusive territories are available subject to agreed minimum based targets being met
- Unlimited earnings from developing your own business under the Squiggle corporate identity
- Use of a trusted and established family brand
Self Employed Estate Planning Consultant - England & Wales employer: Squiggle Consult
Contact Detail:
Squiggle Consult Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Estate Planning Consultant - England & Wales
✨Tip Number 1
Network like a pro! Reach out to your contacts and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential clients or employers, make sure you can clearly explain what you do and how you can help them. Keep it concise and engaging!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise in estate planning. Share valuable content and engage with others in the field to build your reputation.
✨Tip Number 4
Don't forget to apply through our website! We’ve got all the resources you need to kickstart your career as an Estate Planning Consultant. Plus, it’s a great way to show your enthusiasm for joining our team!
We think you need these skills to ace Self Employed Estate Planning Consultant - England & Wales
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for estate planning shine through! We want to see that you genuinely care about helping clients protect their loved ones. Share any relevant experiences or motivations that drive you in this field.
Tailor Your CV: Make sure your CV is tailored to the role of an Estate Planning Consultant. Highlight your skills in empathy, communication, and any previous experience in consultancy or legal fields. We love seeing how your background aligns with what we do!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure to proofread for any typos or errors before hitting send!
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’re considered for the role. Plus, it gives you a chance to explore more about what we do at Squiggle Consult.
How to prepare for a job interview at Squiggle Consult
✨Know Your Stuff
Make sure you brush up on the legal aspects of estate planning, including Wills, Trusts, and Lasting Power of Attorney. Familiarise yourself with common client concerns and how to address them empathetically, as this will show your potential employer that you understand the role and its challenges.
✨Showcase Your Empathy
Since the job involves dealing with clients who may feel anxious about estate planning, practice how you would approach sensitive conversations. Think of examples from your past experiences where you've successfully navigated difficult discussions, and be ready to share these during the interview.
✨Demonstrate Your Independence
As a self-employed consultant, you'll need to manage your own diary and work independently. Be prepared to discuss how you organise your time, prioritise tasks, and handle client appointments. Share any relevant experiences that highlight your ability to work autonomously and effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could include inquiries about the training process, ongoing support, or how success is measured in the role. It shows you're genuinely interested in the position and helps you gauge if it's the right fit for you.