Will & Estate Planning Sales Consultant in Leicester

Job description

Company Description

At WEPC Wills, our mission is to empower individuals to take control of their financial and personal legacies. We provide personalised estate planning services to simplify the process and ensure a seamless transition of assets, bringing peace of mind to our clients and their loved ones.

As specialists in will writing, discretionary trusts, lasting power of attorney, and probate services, we offer expertise and guidance in navigating the complexities of estate planning.

Role Description

At WEPC, due to expansion, we have further vacancies for experienced phone based sales advisors.

No legal experience necessary as full training is provided.

This is a full-time remote role for a Will & Estate Planning Practitioner at WEPC Wills. As a Practitioner, you will be responsible for conducting will writing, creating discretionary trusts, advising on lasting power of attorney, and assisting with probate services. You will work closely with clients to understand their individual needs, provide expert guidance, and ensure their estate planning goals are met.

Qualifications

• Strong knowledge and experience in will writing, probate services, and estate planning
• Understanding of discretionary trusts and lasting power of attorney
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Attention to detail and strong organizational skills
• Experience in the legal or financial industry is a plus

Benefits

• Basic Salary of £24,000 – £26,000 p.a. depending on experience
• Additional bonus scheme – realistic OTE of £50,000 – £60,000 p.a.
• Monday to Friday – 40 hours per week.
• 25 days annual holiday (inc.