Estate Planning Advisor

3 weeks ago

Manchester, 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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