Will Writing and Estate Planning Advisor

2 weeks ago

Manchester, United Kingdom Hexagon Life Planning Services Ltd Full time

**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.
- 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
- 40 Hours per week
- flexible working
- Flexibility required for occasional evening appointments.

**Salary and Benefits**:

- Competitive salary: £24,000
- Uncapped Commission Structure
- Company laptop provided.
- Mileage reimbursement for client visits.
- Opportunities for professional development.

**Application Process**:
**Preferred Start Date**: Flexible

**Location**: Manchester and Greater Manchester Area

**Job Type**: Full-time, Permanent

**Salary**: £24,000.00 per year plus commission/bonus

**Salary**: £24,000.00 per year

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

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

Licence/Certification:

- Driving Licence (required)

Ability to Commute:

- Manchester, Greater Manchester (required)

Work Location: In person

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