Estate Planning Advisor

3 weeks ago

Manchester, United Kingdom Manchesteronline 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 GBP35,000.00 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
#J-18808-Ljbffr

  • Estate Planning Advisor

    2 days 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...

  • Estate Planning Advisor

    4 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...

  • Estate Planning Advisor

    2 days 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...

  • 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...

  • Estate Planning Advisor

    4 weeks ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time

    Job descriptionOverview: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...

  • Estate Planning Advisor

    2 days ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time

    Job descriptionOverview: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...

  • Estate Planning Advisor

    2 weeks ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time €35,000

    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...

  • Estate Planning Advisor

    4 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...

  • Estate Planning Advisor

    2 days ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time €35,000

    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...

  • Estate Planning Advisor

    1 day ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time €35,000

    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...

  • Estate Planning Advisor

    2 days ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time €35,000

    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,...

  • Estate Planning Advisor

    1 day ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time €35,000

    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,...

  • Estate Planning Advisor

    2 weeks ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time €35,000

    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,...

  • Estate Planning Advisor

    1 week ago

    Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time

    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,...

  • Estate Planning Advisor

    3 weeks ago

    Manchester, United Kingdom Manchesteronline Full time

    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,...

  • Real Estate Agent

    2 weeks ago

    Manchester, United Kingdom EP Real Estate Full time

    *Please Note: This Position Is **Dubai** Based and **Commission** only. Founded in 2016, **Equity Partners Real Estate** is a top property agency in Dubai that provides high-quality real estate for sales and leasing in Dubai alongside comprehensive property management services. We are dynamic real estate company in the UAE specialising in developer sales...

  • Estate Planning Consultant

    2 months ago

    Manchester, United Kingdom Viribus Animo Recruitment LTD Full time

    **Job Title**:Estate Planning Consultant **Location**: Manchester City Centre **Job Type**: Full-time (40 hours) **Salary**: £25,000 Uncapped Commission. Average OTE £50,000+ **Hours**: - Monday to Thursday: 09:00 - 18:00 - Friday: 10:00 - 14:00 Our client is on the hunt for highly experienced Estate Planners. You will be discussing the benefits of...

  • Estate Planning Consultant

    5 days ago

    Manchester, United Kingdom Viribus Animo Recruitment LTD Full time

    **Job Title**:Estate Planning Consultant **Location**: Manchester City Centre **Job Type**: Full-time (40 hours) **Salary**: £25,000 Uncapped Commission. Average OTE £50,000+ **Hours**: - Monday to Thursday: 09:00 - 18:00 - Friday: 10:00 - 14:00 Our client is on the hunt for highly experienced Estate Planners. You will be discussing the benefits of...

  • Estate Planning Consultant

    1 month ago

    Manchester, United Kingdom Viribus Animo Recruitment LTD Full time

    **Job Title**:Estate Planning Consultant **Location**: Manchester City Centre **Job Type**: Full-time (40 hours) **Salary**: £25,000 Uncapped Commission. Average OTE £50,000+ **Hours**: - Monday to Thursday: 09:00 - 18:00 - Friday: 10:00 - 14:00 Our client is on the hunt for highly experienced Estate Planners. You will be discussing the benefits of...

  • Estate Planning Consultant

    1 month ago

    Manchester, United Kingdom Viribus Animo Recruitment LTD Full time

    **Job Title**:Estate Planning Consultant **Location**: Manchester City Centre **Job Type**: Full-time (40 hours) **Salary**: £25,000 Uncapped Commission. Average OTE £50,000+ **Hours**: - Monday to Thursday: 09:00 - 18:00 - Friday: 10:00 - 14:00 Our client is on the hunt for highly experienced Estate Planners. You will be discussing the benefits of...