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- Tasks: Help clients secure their legacy with tailored estate planning solutions.
- Company: Join Yellow Brick Wills, a top-rated finance broker with a community focus.
- Benefits: Enjoy flexible hours, uncapped earnings, and ongoing professional development.
- Why this job: Make a real impact while working in a supportive, client-focused environment.
- Qualifications: 2 years of estate planning experience and SWW membership required.
- Other info: Remote work with the freedom to manage your own schedule.
The predicted salary is between 30000 - 70000 £ per year.
Type of role: Self-Employed
Location: Remote/Field-Based
Hours of work: Flexible
Salary: OTE: £50,000+
About Us: Yellow Brick Wills & Estate Planning is part of the award-winning Yellow Brick Group. We’re all about providing exceptional financial advice while giving back to our community. With over 5,500 5-star reviews on Trustpilot and a reputation as the #1 ranked finance broker in the UK, we pride ourselves on delivering outstanding service while making a positive impact. We’re proud to offer our clients tailored solutions to secure their financial future.
We’re looking for highly motivated Estate Planning Consultants to join our growing team. If you’re passionate about helping clients protect their legacy and thrive in a flexible, self-employed environment, we want to hear from you!
The Role: As an Estate Planning Consultant, you’ll work closely with clients to provide bespoke estate planning solutions, ensuring they leave their legacy in the most efficient and secure way possible.
- Conduct client meetings in person or via video conferencing to discuss estate planning options.
- Provide expert advice on Wills, Trusts, and other estate planning solutions.
- Manage your own diary and fulfil client appointments at times that suit them.
- Build and maintain strong, long-term client relationships.
- Continuously update your knowledge to ensure compliance with the Society of Will Writers’ standards.
What We’re Looking For:
- Minimum 2 years of estate planning experience.
- Membership to the SWW (The Society of Will Writers) is required.
- IT literate with the ability to learn new systems quickly (training provided).
- Strong attention to detail and excellent listening skills.
- Passionate about the legal and estate planning industry.
- Full UK driving licence and access to your own vehicle.
What You’ll Get:
- OTE of £50,000+ with uncapped earning potential.
- Ongoing professional development and training.
- Flexibility to manage your own schedule.
- Opportunity to grow within a respected, community-driven organisation.
Ready to Build a Future with Us? If you’re driven, client-focused, and ready to make a difference in people’s lives, we’d love to hear from you! Apply now or contact us for more information.
Estate Planning Consultant employer: Yellow Brick Mortgages Ltd
Contact Detail:
Yellow Brick Mortgages Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Network with professionals in the estate planning and legal sectors. Attend local events or webinars to connect with potential clients and other consultants, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. Staying updated will not only enhance your knowledge but also demonstrate your commitment to potential clients during meetings.
✨Tip Number 3
Practice your communication skills, especially in explaining complex estate planning concepts in simple terms. This will help you build rapport with clients and make them feel more comfortable discussing their needs.
✨Tip Number 4
Consider creating a personal brand online through social media or a professional website. Sharing valuable insights about estate planning can attract clients and showcase your expertise in the field.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your estate planning experience and any relevant qualifications. Emphasise your membership with the Society of Will Writers and any specific skills that align with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your commitment to client service. Mention how your values align with Yellow Brick Wills & Estate Planning's mission of giving back to the community.
Showcase Your Expertise: In your application, provide examples of how you've successfully helped clients with their estate planning needs in the past. This could include specific cases or challenges you overcame.
Highlight Flexibility and Self-Motivation: Since this is a self-employed role, emphasise your ability to manage your own schedule and work independently. Share any experiences that demonstrate your self-motivation and organisational skills.
How to prepare for a job interview at Yellow Brick Mortgages Ltd
✨Showcase Your Experience
Make sure to highlight your minimum two years of estate planning experience during the interview. Be prepared to discuss specific cases where you provided expert advice on Wills and Trusts, as this will demonstrate your capability and knowledge in the field.
✨Demonstrate Client Relationship Skills
Since building and maintaining strong client relationships is key for this role, share examples of how you've successfully managed client interactions in the past. Emphasise your listening skills and how you tailor solutions to meet individual client needs.
✨Stay Updated on Industry Standards
Show your commitment to continuous learning by discussing how you keep up with the latest developments in estate planning and compliance with the Society of Will Writers’ standards. This will reflect your dedication to providing exceptional service.
✨Emphasise Flexibility and Self-Motivation
As this role is self-employed and flexible, convey your ability to manage your own schedule effectively. Share instances where you've successfully balanced multiple client appointments while ensuring high-quality service.
