At a Glance
- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning to clients.
- Company: Join a 5-star rated national Estate Planning and Financial Services business.
- Benefits: Flexible working options, competitive earnings, and ongoing training support.
- Other info: Exciting growth opportunities with new offices opening soon.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Experience in estate planning and a consultative approach to client interactions.
The predicted salary is between 30000 - 40000 £ per year.
Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in Camberley with additional new offices opening in Hartley Wintney later in the year.
You will primarily be providing advice to both new and existing clients on Wills, Trusts, Lasting Power of Attorney and Probate along with introductions to our Financial Services team as appropriate.
Meetings are conducted by a combination of telephone, video-conference and face to face (both home-visit and office-based) depending on client circumstances and needs. The majority of appointments are pre-booked though there will be times that you will be handling inbound enquiries from prospects and walking them through the journey to becoming a client of ours.
With offices in Camberley & new offices opening on Hartley Wintney's High Street later this year, you will primarily be working from either or both but will have the flexibility to work from home when appropriate.
Demonstrable experience is required with full training and support provided on an ongoing basis. You must also be able to demonstrate a consultative attitude with the primary goal being to listen to our clients and share advice as appropriate. The point being that the client may feel they know best on how to structure their Will but often there is a more appropriate way for their Will to be drafted in an alternate manner and in these eventualities, you would need to be able to present this to them and explain why, based on your conversation with them, understanding of their circumstances and their wishes.
This is an exciting opportunity to join a well-established company, in its 10th year of business which with your help, can propel its results at the same time as levelling up your career! You can expect competitive earnings in line with your skills, experience and the value that you bring and to be rewarded along the way for the quality and quantity of the work you produce.
If you feel this role could be for you, get in touch for a formal or informal chat with the team. Further, please be assured that your privacy is valued to the highest extremes and that any conversation will be confidential for as long as you would like it to be - client and staff privacy is all part of standard day to day working.
All applicants should send their CV to careers@pjawills.co.uk at which point a member of our team will respond accordingly. After sending your CV to us, should you require further information you are welcome to call us on 01276 903400.
Contact Information:
- 01276 903400
- support@pjawills.co.uk
- 7 Portesbery Road, Camberley, Surrey, GU15 3TA
Estate Planning Consultant in Camberley employer: Wills Pattison James Associates Limited
Join a 5-star rated national Will writing and Estate Planning business in Camberley, where your expertise as an Estate Planning Consultant will be valued and rewarded. With a supportive work culture that prioritises employee growth and flexibility, including the option to work from home, you will have the opportunity to make a meaningful impact on clients' lives while advancing your career in a well-established company celebrating its 10th year. Enjoy competitive earnings and a collaborative environment that fosters professional development and client satisfaction.
Contact Details:
Wills Pattison James Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Camberley
✨Tip Number 1
Network like a pro! Reach out to your connections in the estate planning field 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 at a company you're interested in.
✨Tip Number 2
Prepare for those interviews! Research common questions for estate planning consultants and practice your responses. Make sure you can articulate your experience and how it aligns with the consultative approach we value here at StudySmarter.
✨Tip Number 3
Showcase your consultative skills during interviews. Remember, it's all about listening to clients and providing tailored advice. Be ready to share examples of how you've successfully navigated client conversations in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you have any questions, feel free to reach out to us directly – we're here to help you every step of the way!
We think you need these skills to ace Estate Planning Consultant in Camberley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Estate Planning Consultant role. Highlight your relevant experience with Wills, Trusts, and client consultations. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about estate planning and how you can contribute to our team. We love hearing personal stories that connect to our mission.
Showcase Your Consultative Skills:In your application, demonstrate your consultative attitude. Share examples of how you've listened to clients and provided tailored advice in the past. This is key for us as we value client relationships highly!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. Once you’ve sent your CV, feel free to reach out if you have any questions. We’re here to help you every step of the way!
How to prepare for a job interview at Wills Pattison James Associates Limited
✨Know Your Stuff
Make sure you brush up on the key areas of estate planning, like Wills, Trusts, and Lasting Power of Attorney. Familiarise yourself with common client scenarios and how to address them, as this will show your expertise and confidence during the interview.
✨Practice Active Listening
Since the role requires a consultative attitude, practice active listening techniques. During the interview, demonstrate that you can listen carefully to questions and respond thoughtfully, showing that you understand the importance of client needs and wishes.
✨Showcase Your Flexibility
Highlight your ability to adapt to different meeting formats, whether it's face-to-face, video calls, or phone consultations. Share examples from your past experiences where you've successfully navigated various client interactions to build rapport and trust.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This could be about the company's approach to client relationships or how they support their consultants in ongoing training. It shows you're genuinely interested and engaged with the role.
