Estate Planning Advisor

1 month ago

City, United Kingdom Hexagon Life Planning Services Ltd Full time

Job description

Overview:
An exceptional opportunity awaits you at Hexagon Life Planning Services Ltd, a modern and forward thinking company with traditional values, experiencing rapid growth in the Manchester and Greater Manchester area. As a Will Writing & Estate Planning Advisor, you will play a pivotal role in providing bespoke advice to our clients on matters such as Wills, Trusts & LPAs. Join a passionate team committed to delivering a first-class service and contribute to our innovative approach in the legal sector.

Key Responsibilities of Estate Planning Advisor:

  • Conduct pre-qualified appointments predominantly with local home visits and via video conference if requested.
  • Offer qualified and expert advice on Will Writing, Trusts & LPAs, managing each case from inception to a satisfactory conclusion.
  • Ensure effective communication, empathetic client interactions, and maintain the highest standards of honesty and integrity.
  • Utilise strong organisational and timekeeping skills to handle client instructions and administration competently.
  • Embrace a hybrid work model, comfortably working from home and managing your own diary with client visits and meetings.
  • Generate leads and enquiries through partner relationships with professionals and companies.
  • Comfortably delivering information sessions in the local area to local groups and organisations.

Requirements of Estate Planning Advisor:

  • Minimum 2 years of experience in a customer service or sales/advisory role.
  • Minimum 2 years of experience in the Wills & Probate industry or Financial Services is mandatory.
  • Full clean UK driving license and access to a personal vehicle are mandatory.

Schedule of Estate Planning Advisor:

  • Full-time, Permanent
  • 35 Hours per week- flexible working
  • Flexibility required for occasional evening appointments.

Salary and Benefits for the Estate Planning Advisor:

  • Competitive salary: Flexible depending on experience
  • Uncapped Commission Structure
  • Company laptop provided.
  • Mileage reimbursement for client visits.
  • Opportunities for professional development.

Application Process:
If you are a dedicated professional with a proven track record in Will Writing and Estate Planning, possess a full clean driving license, and are passionate about delivering an ethical and exceptional service, we invite you to be a key part of our team at Hexagon Life Planning Services Ltd. Please apply with your CV and a covering letter outlining your relevant experience and why you wish to work for Hexagon Life Planning Services Ltd.

Preferred Start Date: Flexible

Location: Manchester and Greater Manchester Area

Job Type: Full-time flexible hours , Permanent

Salary: Flexible dependent on experience

Job Type: Full-time

Pay: From £35,000.00 per year

Experience:

  • Estate planning: 2 years (required)
  • Direct sales: 2 years (required)

Licence/Certification:

  • Driving Licence (required)

Ability to Commute:

  • North West- various locations between Greater Manchester, Merseyside and Lancashire

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