Estate Planning Advisor

2 weeks ago


Nottingham, 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, Trusts & LPAs. Join a passionate team committed to delivering a first-class service and contribute to our innovative approach in the legal sector.
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.
* Embrace a hybrid work model, comfortably working from home and managing your own diary with client visits and meetings.
* Comfortably delivering information sessions in the local area to local groups and organisations.
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.
Full-time, Permanent
* 35 Hours per week- flexible working
* Flexibility required for occasional evening appointments.
Competitive salary: Flexible depending on experience
* Company laptop provided.
* Opportunities for professional development.
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
Job Type: Full-time flexible hours , Permanent
Flexible dependent on experience
Job Type: Full-time
Estate planning: Driving Licence (required)



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