At a Glance
- Tasks: Help clients secure their future by providing estate planning solutions in a consultative role.
- Company: Join Just Wills and Legal Services, a leading estate planning provider in the UK.
- Benefits: Enjoy uncapped earnings, flexible hours, and comprehensive training from day one.
- Other info: Work independently but with full support from an experienced team.
- Why this job: Make a real difference in people's lives while building your own business.
- Qualifications: No legal experience needed; just be a confident communicator with a customer-focused background.
The predicted salary is between 40500 - 49500 £ per year.
Just Wills and Legal Services is seeking self-employed Estate Planning Consultants with uncapped earning potential and flexible hours in South West and Oxfordshire locations, as well as nationwide opportunities.
About Us: At Just Wills and 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 building trusted relationships and delivering an exceptional service.
Role Overview: As an Estate Planning Consultant, you will 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 will 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 and Legal Services, we are looking for people who enjoy meeting others, building relationships, and making a real difference. Every day you will 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 will provide everything else.
Joining Just Wills and 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.
Estate Planning Advisor employer: TipTopJob
At TipTopJob, we pride ourselves on being an exceptional employer, offering a supportive work culture that values collaboration and professional growth. Located in the serene surroundings of Thatcham, Berkshire, our mental health hospital provides extensive benefits, including a competitive salary and opportunities for continuous development, making it an ideal place for dedicated professionals to thrive in their careers while making a meaningful impact on patients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Advisor
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like TipTopJob. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from TipTopJob.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like TipTopJob. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Estate Planning Advisor
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in TipTopJob and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show TipTopJob how you can be a team player!
How to prepare for a job interview at TipTopJob
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with TipTopJob.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with TipTopJob's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
