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Network Planning Consultant
4 months ago
Will Writing and Estate Planning Consultant – Part-Time
Home » Careers » Will Writing and Estate Planning Consultant – Part-Time
Will Writing and Estate Planning Consultant – Part-Time
We’re looking to recruit a part-time Will Writing & Estate Planning Consultant able to conduct both Zoom appointments and home visits. We are based in Isleworth in West London and many of our clients are based in West & South West London, Surrey, and the Thames Valley so we are seeking a Consultant who can easily travel to clients’ homes to conduct a consultation when necessary.
You will be experienced in Estate Planning and a capable salesperson of Wills, LPA’s and Trusts, preferably with knowledge of inheritance tax issues and the care regulations, with the ability to develop a conversation to reveal the full range of needs to a client.
Sales and will writing/estate planning experience are essential.
Many of our clients now prefer video-call appointments and you should be familiar with conducting meetings over Zoom, WhatsApp and Facetime.In addition, clients may now want face-to-face meetings in their own homes to discuss their will/estate planning needs, while strictly adhering to social distancing guidelines.
You will need your own car and be prepared to work some evening hours on a regular basis.
We are members of the IPW and have nearly 30 years of experience providing these services.
Very professional service. Helpful with great customer care and document maintenance.
