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- Tasks: Help families secure their wealth by discussing wills, trusts, and funeral plans.
- Company: Kept Assets is a growing estate planning business based in Newbury, Berkshire.
- Benefits: Enjoy flexible working hours and the freedom to build your own client network.
- Why this job: Make a real impact on families' lives while enjoying a supportive and dynamic work culture.
- Qualifications: No specific qualifications needed; life experience and understanding family dynamics are key.
- Other info: This is a self-employed, commission-based role with training provided.
The predicted salary is between 36000 - 60000 £ per year.
Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire. Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK. An understanding of the vagaries of life and the threats to a family's wealth are a distinct advantage.
This self-employed, commission-based role involves:
- Showing the importance of having the right Will in place.
- Discussing associated trusts, powers of attorney, and funeral plans.
Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.
Applicants may come from:
- A home service background
- Insurance services
- Home party sales
- Or simply someone wishing to return to a working environment after a break.
Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.
Estate Planning Consultant employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Network, network, network! Reach out to your existing connections and let them know you're looking for opportunities in estate planning. Attend local events or workshops related to financial services to meet potential clients and other professionals in the field.
✨Tip Number 2
Familiarise yourself with the key concepts of estate planning. Understanding wills, trusts, and powers of attorney will not only boost your confidence but also help you engage effectively with clients when discussing their needs.
✨Tip Number 3
Consider volunteering or shadowing a current estate planning consultant. This hands-on experience can provide valuable insights into the role and help you build relationships within the industry, which could lead to job opportunities.
✨Tip Number 4
Stay updated on the latest trends and regulations in estate planning. Following relevant blogs, podcasts, or joining online forums can enhance your knowledge and demonstrate your commitment to potential employers.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Estate Planning Consultant. Familiarise yourself with estate planning concepts such as wills, trusts, and powers of attorney to demonstrate your knowledge in your application.
Tailor Your CV: Highlight relevant experience in your CV that aligns with the role. If you have a background in home services, insurance, or sales, make sure to emphasise these experiences and how they relate to estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of family dynamics and the importance of wealth protection. Share personal anecdotes or experiences that illustrate your suitability for the role and your passion for helping families.
Showcase Your Network: Mention any existing networks or connections you have that could be beneficial in this role. This could include previous clients, community ties, or professional contacts that may help you succeed as a consultant.
How to prepare for a job interview at TN United Kingdom
✨Understand the Role
Make sure you have a clear understanding of what an Estate Planning Consultant does. Familiarise yourself with wills, trusts, and powers of attorney, as well as the importance of these documents in protecting family wealth.
✨Showcase Your Life Experience
Since life experience is valued in this role, be prepared to share relevant personal stories or experiences that demonstrate your understanding of family dynamics and the importance of estate planning.
✨Network Effectively
Highlight your existing network and connections during the interview. Discuss how you plan to leverage these relationships to provide a professional service to clients, as this is crucial for a self-employed, commission-based role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's expansion plans and training process. This shows your genuine interest in the role and helps you understand how you can contribute to their growth.
