Estate Planning Advisor

2 weeks ago

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:

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

  • External Affairs

    2 weeks ago

    United Kingdom The Crown Estate Full time

    Purpose, Sustainability & Stakeholder · The Crown Estate, 1 St James Market · Hybrid Remote External Affairs & Policy Advisor Purpose of Role: This is a critical role responsible for supporting and delivering The Crown Estate’s strategic stakeholder engagement programme, responsible for deliveringprogramme of strategic events including visits,...

  • Estate Planning Manager

    3 weeks ago

    United Kingdom Enfinium Community Fund Full time

    As Estates and Planning Manager you will be responsible for managing the company's existing estate and land asset portfolio. Taking ownership of the management of the existing lease agreements, licenses, easements and wayleaves, and any future estate/land agreements. Alongside the development of planning applications in connection with the company's...

  • Estates and Planning Manager

    3 weeks ago

    United Kingdom Enfinium Community Fund Full time

    About The Role What is the role? As Estates and Planning Manager you will be responsible for managing the company's existing estate and land asset portfolio. Taking ownership of the management of the existing lease agreements, licenses, easements and wayleaves, and any future estate/land agreements. Alongside the development of planning applications in...

  • Financial Advisor

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    3 weeks ago

    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Financial Advisor

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Financial Advisor

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Policy Analyst

    2 weeks ago

    United Kingdom The Crown Estate Full time

    Purpose, Sustainability & Stakeholder · The Crown Estate, 1 St James Market · Hybrid Remote External Affairs & Policy Advisor Purpose of Role: This is a critical role responsible for supporting and delivering The Crown Estate’s strategic stakeholder engagement programme, responsible for deliveringprogramme of strategic events including visits,...

  • Client Service Advisor

    2 weeks ago

    United Kingdom Bourne Estate Agents Full time

    Join our dynamic business and client services team, be part of a fast-paced environment where you will have the opportunity to engage with clients, promote our services, and contribute to the success of our agency based in Godalming potentially moving to Guildford. We are seeking enthusiastic individuals to join our Client Services Team for our estate...

  • Systems Implementation and IT Manager

    17 hours ago

    United Kingdom Viridis Real Estate Services Full time

    About Us Viridis Real Estate is a property company acquiring and managing prime real estate assets to generate secure income streams and long-term capital growth. Viridis Real Estate invests in real estate projects whose value can be increased considerably through major redevelopment initiatives, in established locations, such as London, and along with...

  • Real Estate

    2 weeks ago

    United Kingdom Cloud Online Recruitment Full time

    0224_1 - Solicitor (Real Estate / Planning) 00 Benefits:  Competitive Job Type:  Permanent Full Time Our Real Estate Team are looking for a Planning Solicitor to join their ranks, working from either Newcastle or Leeds. We're seeking applicants between 2 - 5 PQE with some experience of working within Planning.  The successful candidate will be...

  • Systems Implementation and IT Manager

    17 hours ago

    United Kingdom Viridis Real Estate Services Full time

    About Us Viridis Real Estate is a property company acquiring and managing prime real estate assets to generate secure income streams and long-term capital growth. Viridis Real Estate invests in real estate projects whose value can be increased considerably through major redevelopment initiatives, in established locations, such as London, and along with...

  • Director of Estate Development

    4 weeks ago

    United Kingdom University of Southampton Full time

    Director of Estate Development Competitive salary, plus excellent benefits The University of Southampton is seeking to make the appointment to the newly created post of Director of Estates Development. The University of Southampton is a leading research-intensive University, a founding member of the prestigious Russell Group, and one of the top 100...

  • Director of Estate Development

    4 weeks ago

    United Kingdom University of Southampton Full time

    Director of Estate Development Competitive salary, plus excellent benefits The University of Southampton is seeking to make the appointment to the newly created post of Director of Estates Development. The University of Southampton is a leading research-intensive University, a founding member of the prestigious Russell Group, and one of the top 100...

  • Associate Director of Estates Development

    4 weeks ago

    United Kingdom University of Southampton Full time

    Associate Director of Estates Development Competitive salary, plus excellent benefits The University of Southampton is seeking to make the appointment to the role of Associate Director of Estates Development. The University of Southampton is a leading research-intensive University, a founding member of the prestigious Russell Group, and one of the top...

  • Associate Director of Estates Development

    4 weeks ago

    United Kingdom University of Southampton Full time

    Associate Director of Estates Development Competitive salary, plus excellent benefits The University of Southampton is seeking to make the appointment to the role of Associate Director of Estates Development. The University of Southampton is a leading research-intensive University, a founding member of the prestigious Russell Group, and one of the top...