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- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning to clients.
- Company: Join a 5-star rated national Will writing and Estate Planning business.
- Benefits: Enjoy flexible working options, including remote work and competitive earnings.
- Why this job: Be part of a growing company that values client relationships and personal development.
- Qualifications: Demonstrable experience in estate planning is required; training provided.
- Other info: Confidentiality is paramount; your privacy is respected throughout the hiring process.
The predicted salary is between 28800 - 48000 £ 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.
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 employer: Wills Pattison James Associates Limited
Contact Detail:
Wills Pattison James Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Familiarise yourself with the specific services we offer, such as Wills, Trusts, and Lasting Power of Attorney. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of our business.
✨Tip Number 2
Network with professionals in the estate planning field. Attend local events or join online forums to connect with others who work in this area. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare for a consultative approach by practising how to listen actively and respond to client needs. Role-playing scenarios with friends or colleagues can help you refine your skills in presenting alternative solutions to clients.
✨Tip Number 4
Research our company culture and values. Understanding what makes us unique will allow you to align your personal values with ours, making you a more attractive candidate during the interview process.
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 terms like Wills, Trusts, and Lasting Power of Attorney, as this knowledge will be crucial in your application.
Tailor Your CV: Customise your CV to highlight relevant experience in estate planning or related fields. Emphasise any consultative roles you've held and showcase your ability to listen to clients and provide tailored advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for estate planning and your understanding of client needs. Use specific examples from your past experiences to demonstrate how you can add value to their team.
Follow Up: After submitting your application, consider following up with a polite email or phone call to express your continued interest in the position. This shows initiative and enthusiasm for the role.
How to prepare for a job interview at Wills Pattison James Associates Limited
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of an Estate Planning Consultant. Familiarise yourself with Wills, Trusts, Lasting Power of Attorney, and Probate, as well as the consultative approach required to advise clients effectively.
✨Showcase Your Experience
Be prepared to discuss your previous experience in estate planning or related fields. Highlight specific examples where you've successfully guided clients through complex decisions, demonstrating your ability to listen and provide tailored advice.
✨Prepare Questions
Have a list of thoughtful questions ready for your interviewers. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values, especially regarding client privacy and support.
✨Practice Active Listening
During the interview, practice active listening. This will not only help you understand the interviewers' questions better but also demonstrate your consultative attitude, which is crucial for the role. Reflect on their points before responding.
