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Wills & Estate Planning Consultant

Spider & Trusted Law

Published
02-05-2019
Job ad details
Published
02-05-2019
Expires
30-05-2019
Job ID
330015563
Job type
Full-time
Permanent
Salary level
£30,000 - £90,000  per year
Job sector
Admin, Secretarial, PA, Legal, Sales, Customer Services, Estate Agent

Job Title: Wills & Estate Planning Consultant
Location: Norwich
Job Type: Self Employed
Salary: Realistic earning of £30k- £90k per annum.

Wills and Estate Planning Consultant- Trusted Law Ltd, a Norwich based company who specialise in Estate Planning services, are building a network of self-employed Wills & Estate Planning Consultants across East Anglia; Norfolk, Suffolk and Cambridgeshire.

We are looking to recruit Wills & Estate Planning Consultants across Norfolk, Suffolk and Cambridgeshire. This is a self-employed, commission-based role which includes a competitive commission structure and performance-based bonus scheme - realistic OTE of £30k- £90k per annum.

As a Wills and Estate Planning Consultant you will be responsible for:

  • Self-generating leads and sourcing their own clients, although with the growth of our Introducers we do rely on occasionally passing our Consultants those clients.
  • Visiting clients in their homes, or workplace, to provide our comprehensive range of Estate Planning services including Wills, Trusts, Lasting Powers of Attorney, Business Succession Planning and Probate services.
  • Advise them of the best options for them and their family to meet their needs and wishes;
  • Taking full and accurate instructions for the required services.
  • Liaising with your clients until they are happy with their documents; and
  • Meeting with your clients to sign their documents.

Our Wills & Estate Planning Consultants are required to represent Trusted Law to enhance and support our ongoing growth and company vision and values.

Skills and Attributes:

  • Previous Estate Planning experience or a legal background/qualification would be highly desirable, however, it is not necessary as full training is provided for the right candidates.
  • A background within the financial / legal background would be advantageous.
  • Be willing to travel and visit clients within their home, and have a valid UK driving licence.
  • Ability to build a positive and proactive relationship with their clients to keep the high quality of service we provide.
  • Whilst this is a self-employed role, you must be self-motivated and enjoy working as part of an enthusiastic team.
  • Ability to use your own initiative and to find new clients and build relationship with Introducers
  • Be a great listener and passionate about helping your clients

Benefits to you:

  • Realistic earning of £30k- £90k per annum.
  • Join a growing team of Wills & Estate Planning Consultants at a successful and ethical Estate Planning company.
  • Great earning potential with a competitive commission structure allowing for increased commission payments and bonus scheme linked to performance.
  • Self-diary management allowing you complete control over your time and level of work.
  • An initial 3-month training programme which will teach you strategies for sourcing new clients, and the process for instruction taking, interpreting documents and liaising with clients.
  • Access to a full Will Writing and Estate Planning course if you have no previous experience (fees may apply).
  • Membership to The Society of Will Writers and access to ongoing CPD training.
  • Full and unlimited ongoing technical support and training to ensure you can always advise your clients to the best of your ability.
  • Option to study towards a legal qualification in Wills & Succession Planning (fees may apply), with full support and mentoring.

At Trusted Law Ltd, our main aim is to provide our clients with a professional and trusted service.  We take the time to get to know them, their family and their wishes to ensure that we are providing the most appropriate service. If you have the relevant skills and experience, please apply with your CV by clicking the ''apply via email'' button, we look forward to hearing from you.

NO RECRUITMENT AGENCIES.

This vacancy is being advertised and handled by Spider. The regions Fixed Fee Web Recruiter and Online Job Advertiser. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond.

By applying for this role, you give permission for Spider to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Spider Web Recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.

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330015563SWR19772019-05-02T16:43:35.433Wills & Estate Planning Consultant

Job Title: Wills & Estate Planning Consultant
Location: Norwich
Job Type: Self Employed
Salary: Realistic earning of £30k- £90k per annum.

Wills and Estate Planning Consultant- Trusted Law Ltd, a Norwich based company who specialise in Estate Planning services, are building a network of self-employed Wills & Estate Planning Consultants across East Anglia; Norfolk, Suffolk and Cambridgeshire.

We are looking to recruit Wills & Estate Planning Consultants across Norfolk, Suffolk and Cambridgeshire. This is a self-employed, commission-based role which includes a competitive commission structure and performance-based bonus scheme - realistic OTE of £30k- £90k per annum.

As a Wills and Estate Planning Consultant you will be responsible for:

  • Self-generating leads and sourcing their own clients, although with the growth of our Introducers we do rely on occasionally passing our Consultants those clients.
  • Visiting clients in their homes, or workplace, to provide our comprehensive range of Estate Planning services including Wills, Trusts, Lasting Powers of Attorney, Business Succession Planning and Probate services.
  • Advise them of the best options for them and their family to meet their needs and wishes;
  • Taking full and accurate instructions for the required services.
  • Liaising with your clients until they are happy with their documents; and
  • Meeting with your clients to sign their documents.

Our Wills & Estate Planning Consultants are required to represent Trusted Law to enhance and support our ongoing growth and company vision and values.

Skills and Attributes:

  • Previous Estate Planning experience or a legal background/qualification would be highly desirable, however, it is not necessary as full training is provided for the right candidates.
  • A background within the financial / legal background would be advantageous.
  • Be willing to travel and visit clients within their home, and have a valid UK driving licence.
  • Ability to build a positive and proactive relationship with their clients to keep the high quality of service we provide.
  • Whilst this is a self-employed role, you must be self-motivated and enjoy working as part of an enthusiastic team.
  • Ability to use your own initiative and to find new clients and build relationship with Introducers
  • Be a great listener and passionate about helping your clients

Benefits to you:

  • Realistic earning of £30k- £90k per annum.
  • Join a growing team of Wills & Estate Planning Consultants at a successful and ethical Estate Planning company.
  • Great earning potential with a competitive commission structure allowing for increased commission payments and bonus scheme linked to performance.
  • Self-diary management allowing you complete control over your time and level of work.
  • An initial 3-month training programme which will teach you strategies for sourcing new clients, and the process for instruction taking, interpreting documents and liaising with clients.
  • Access to a full Will Writing and Estate Planning course if you have no previous experience (fees may apply).
  • Membership to The Society of Will Writers and access to ongoing CPD training.
  • Full and unlimited ongoing technical support and training to ensure you can always advise your clients to the best of your ability.
  • Option to study towards a legal qualification in Wills & Succession Planning (fees may apply), with full support and mentoring.

At Trusted Law Ltd, our main aim is to provide our clients with a professional and trusted service.  We take the time to get to know them, their family and their wishes to ensure that we are providing the most appropriate service. If you have the relevant skills and experience, please apply with your CV by clicking the ''apply via email'' button, we look forward to hearing from you.

NO RECRUITMENT AGENCIES.

This vacancy is being advertised and handled by Spider. The regions Fixed Fee Web Recruiter and Online Job Advertiser. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond.

By applying for this role, you give permission for Spider to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Spider Web Recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.

Job Title: Wills & Estate Planning Consultant Location: Norwich Job Type: Self Employed Salary: Realistic earning of £30k- £90k per annum. Wills and Estate Planning Consultant- Trusted Law Ltd, a Norwich based company who specialise in Estate Planning services, are building a network of self-employed Wills & Estate Planning Consultants across East Anglia Norfolk, Suffolk and Cambridgeshire. We are looking to recruit Wills & Estate Planning Consultants across Norfolk, Suffolk and Cambridgeshire. This is a self-employed, commission-based role which includes a competitive commission structure and performance-based bonus scheme - realistic OTE of £30k- £90k per annum. As a Wills and Estate Planning Consultant you will be responsible for: Self-generating leads and sourcing their own clients, although with the growth of our Introducers we do rely on occasionally passing our Consultants those clients. Visiting clients in their homes, or workplace, to provide our comprehensive range of Estate Planning services including Wills, Trusts, Lasting Powers of Attorney, Business Succession Planning and Probate services. Advise them of the best options for them and their family to meet their needs and wishes Taking full and accurate instructions for the required services. Liaising with your clients until they are happy with their documents and Meeting with your clients to sign their documents. Our Wills & Estate Planning Consultants are required to represent Trusted Law to enhance and support our ongoing growth and company vision and values. Skills and Attributes: Previous Estate Planning experience or a legal background qualification would be highly desirable, however, it is not necessary as full training is provided for the right candidates. A background within the financial legal background would be advantageous. Be willing to travel and visit clients within their home, and have a valid UK driving licence. Ability to build a positive and proactive relationship with their clients to keep the high quality of service we provide. Whilst this is a self-employed role, you must be self-motivated and enjoy working as part of an enthusiastic team. Ability to use your own initiative and to find new clients and build relationship with Introducers Be a great listener and passionate about helping your clients Benefits to you: Realistic earning of £30k- £90k per annum. Join a growing team of Wills & Estate Planning Consultants at a successful and ethical Estate Planning company. Great earning potential with a competitive commission structure allowing for increased commission payments and bonus scheme linked to performance. Self-diary management allowing you complete control over your time and level of work. An initial 3-month training programme which will teach you strategies for sourcing new clients, and the process for instruction taking, interpreting documents and liaising with clients. Access to a full Will Writing and Estate Planning course if you have no previous experience (fees may apply). Membership to The Society of Will Writers and access to ongoing CPD training. Full and unlimited ongoing technical support and training to ensure you can always advise your clients to the best of your ability. Option to study towards a legal qualification in Wills & Succession Planning (fees may apply), with full support and mentoring. At Trusted Law Ltd, our main aim is to provide our clients with a professional and trusted service. We take the time to get to know them, their family and their wishes to ensure that we are providing the most appropriate service. If you have the relevant skills and experience, please apply with your CV by clicking the apply via email button, we look forward to hearing from you. NO RECRUITMENT AGENCIES. This vacancy is being advertised and handled by Spider. The regions Fixed Fee Web Recruiter and Online Job Advertiser. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond. By applying for this role, you give permission for Spider to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Spider Web Recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.1130000.000090000.0000per year10000000000aUK_A_NORUKUnited Kingdom243GBP2019-05-30T00:00:0000010EuropeUnited Kingdom3518537Spider & Trusted Law11UKUnited Kingdom3518537_logo_small.jpg0122421592@jobs.jobmate.bizUKUnited KingdomUKUnited Kingdom8Full-time46Permanent102-05-201930-05-201902-05-201930-05-201930-05-201902-05-201930-05-20192English4Excellent (written and spoken)114961437Legal terminology4ExpertLaw and Legal Services114963002Legal Conveyancing4ExpertLaw and Legal Services242101Lawyer/Solicitor934870Legal Conveyancer, property934903Estate Officer935073Legal Conveyancer102Admin, Secretarial, PA119Legal127Sales139Customer Services161Estate Agent361659354UKUnited Kingdomen-GB

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Job ad details
Published
02-05-2019
Expires
30-05-2019
Job ID
330015563
Jobtype
Full-time
Permanent
Salary level
£30,000 - £90,000  per year
Job sector
Admin, Secretarial, PA, Legal, Sales, Customer Services, Estate Agent
Add to saved