Estate Planning Consultant

2 weeks ago


Havant, United Kingdom Hamilton Law Full time

**About us**

We are professional and agile.

Our work environment includes:

- Modern office setting
- Food provided

Job Advertisement: Estate Planning Consultant

Location: Multiple Locations across the UK (Including Devon, Cornwall, Southampton, Bournemouth, Chichester, Fareham, Havant, Plymouth, Exeter, Oxford, Reading, Essex, Norwich, Ipswich, London, Birmingham, Coventry, Blackpool, Preston)

Type: Self-employed

About Us:
We are a rapidly expanding company recognised for our customer-first approach and a strong brand presence in the estate planning sector. Due to a significant demand for our services, we are seeking experienced Estate Planning Consultants to join our industry-leading team across various UK locations.

The Role:
As an Estate Planning Consultant, you will play a crucial role in discussing the benefits of our products and services with potential customers, guiding them to make informed decisions regarding their legal planning. This role offers the autonomy to manage your own workload with the flexibility of working from home, supported by the provision of essential IT equipment.

Key Responsibilities:

- Attend company-generated appointments and conduct home visits or national video calls.
- Generate new business through referrals and self-initiated efforts, aiming to self-generate at least 50% of new business.
- Inform customers about estate planning and legal services products, including Wills, LPAs, Trusts, and probate services.
- Utilise support from Hamilton Law for drafting legal documents.
- Deliver talks and seminars to community groups on later life legal products and services.
- Work closely with customers to identify their needs and take accurate instructions using our in-house Estate Planning Assistant software.

Who We Are Looking For:

- Individuals with proven estate planning or will writing experience, trained to the standards of STEP, IPW, SWW, or legally qualified through CILEX.
- Excellent interpersonal skills, empathy, and the ability to identify customer needs.
- Ability to communicate complex legal information understandably.
- Confidence in presenting and a flair for engaging audiences.
- Strong consultation, influence, and negotiation skills with enthusiasm for our products and services.
- Practical IT literacy in a remote setting, proficient in Microsoft Office, and adaptable to custom software.
- Full UK driver’s license and access to your own vehicle.

**Benefits**:

- Uncapped commission-based earnings.
- Flexibility to manage your own workload.
- IT equipment provided.
- Opportunity to work with an industry-leading team.

Join us in making a difference in the estate planning landscape. Send your CV and cover letter, highlighting your experience and suitability for the role, to our recruitment team.

**Job Type**: Freelance

**Salary**: £28,121.00-£30,577.00 per year

**Benefits**:

- Company events
- Health & wellbeing programme
- Life insurance
- Work from home

Flexible Language Requirement:

- English not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus
- Tips
- Yearly bonus

**Experience**:

- Sales: 1 year (required)

Licence/Certification:

- Driving Licence (required)

Ability to Commute:

- Havant (preferred)

Ability to Relocate:

- Havant: Relocate before starting work (preferred)

Work Location: Hybrid remote in Havant



  • Havant, United Kingdom LMP Group Full time

    **Duties** - Assist senior estate agents with property viewings, valuations, and negotiations. - Conduct market research and analysis to identify potential properties for listing. - Assist in the preparation of marketing materials such as property listings, brochures, and online advertisements. - Maintain accurate records of property listings, client...


  • Havant, United Kingdom 360 Resourcing Solutions Full time

    **Trainee Vehicle Buying Consultant - Havant** **Basic: £19,525 AND OTE: £28,000 + (Uncapped)** **Immediate Start is available.** **ESSENTIAL: FULL UK MANUAL DRIVING LICENCE IS REQUIRED** **You will work 4 days on 3 days off, on a rota pattern including every other weekend (37.5 hours per week). Hours of work will be Monday-Friday 10am-7pm, Saturday...


  • Havant, United Kingdom The Guinness Partnership Full time

    **About the role** We have a full-time opportunity for a Housing Customer Liaison Officer **covering Havant, Gosport, Waterlooville and the surrounding area **. This is a field based role and you will be required to travel in and around the designated area You will be part of a dedicated team of Housing Customer Liaison Officers, all working hard to...

  • Pcn Digital

    6 days ago


    Havant, United Kingdom Havant and Waterlooville Primary Care Network Full time

    Job Summary Part of the PCN leadership team, the PCN Digital and Data Lead will use clinical records, appropriate software and public health data to monitor, understand and report on PCN and, where relevant, network member practice performance and reach. The role requires engagement with PCN, practice and ICB colleagues to understand current service models,...


  • Havant, United Kingdom HCL Tech Full time

    **Role definition** **Expected qualification and critical experiences -** - Perform various first line fixes for automated Incidents on Midrange, Windows and Mainframe systems across estate (average of 9700 automated Incidents per month over last 6 months). - Perform various first line fixes for user-reported Incidents outside of normal working hours. -...


  • Havant, United Kingdom Morson Talent Full time

    Are you a talented Electrical Design Engineer looking for your next challenge? If you are, we may have just the perm role for you! Role and Responsibilities Design – Electrical Circuits & Cabinet Layouts Working to customer/national specification (European, USA and Asia). Produce technical drawings (Solid Works Electrical). Electrical Schematic Diagrams....


  • Havant, United Kingdom Morson Talent Full time

    Are you a talented Electrical Design Engineer looking for your next challenge? If you are, we may have just the perm role for you!Our client works in an challenging and exciting niche, with real potential for progression and development.Role and Responsibilities Design – Electrical Circuits & Cabinet Layouts Working to customer/national specification...


  • Havant, Hampshire, United Kingdom FatFace Full time

    Position Type: Permanent, Full-Time (35 hours) Location: Havant, Hampshire (Hybrid working- 3 days per week office based) For over 30 years, we've travelled, we've laughed, we've grown. Our purpose is to bring style and positivity to our customers lives through the clothes we make, the things we do and the values we have. Equality and inclusion isn't an...


  • Havant, Hampshire, United Kingdom FatFace Full time

    Role: Branch Assistant Merchandiser Position Type: Permanent, Full-Time (35 hours) Location: Havant, Hampshire (Hybrid working- 3 days per week office based) For over 30 years, we've travelled, we've laughed, we've grown. Our purpose is to bring style and positivity to our customers lives through the clothes we make, the things we do and the values we...


  • Havant, Hampshire, United Kingdom FatFace Full time

    Role: Branch Assistant Merchandiser Position Type: Permanent, Full-Time (35 hours) Location: Havant, Hampshire (Hybrid working- 3 days per week office based) For over 30 years, we've travelled, we've laughed, we've grown. Our purpose is to bring style and positivity to our customers lives through the clothes we make, the things we do and the values we...


  • Havant, Hampshire, United Kingdom Lockheed Martin Full time

    We have an excellent opportunity for a Service Desk Analyst to join our Service Management team based on site at Havant. You'll be working on a 365 shift rota monitoring and maintaining computer systems and networks. Ensuring that the Service Desk management tool is updated at each stage of the lifecycle of an incident. Proactively monitoring our...


  • Havant, Hampshire, United Kingdom Morson Talent Full time

    Are you a talented Electrical Design Engineer looking for your next challenge? If you are, we may have just the perm role for you! Our client works in an challenging and exciting niche, with real potential for progression and development. Role and Responsibilities Design – Electrical Circuits & Cabinet Layouts Working to customer/national specification...


  • Havant, Hampshire, United Kingdom Jones Bros Civil Engineering Full time

    We are looking for a Senior Commercial Manager working initially on the Joint venture Havant Thicket Reservoir Project this is a large environmental project designed to safeguard water resources for the Southeast. You will be working within a flexible organisation where self-motivated and practical problem solvers will thrive. Key Roles and...

  • Commercial Manager

    4 weeks ago


    Havant, Hampshire, United Kingdom Jones Bros Civil Engineering Full time

    We are looking for a Senior Commercial Manager working initially on the Joint venture Havant Thicket Reservoir Project this is a large environmental project designed to safeguard water resources for the Southeast. You will be working within a flexible organisation where self-motivated and practical problem solvers will thrive. Key Roles and...


  • Havant, Hampshire, United Kingdom Jones Bros Civil Engineering Full time

    We are looking for a Senior Commercial Manager working initially on the Joint venture Havant Thicket Reservoir Project this is a large environmental project designed to safeguard water resources for the Southeast. You will be working within a flexible organisation where self-motivated and practical problem solvers will thrive. Key Roles and...

  • Commercial Manager

    4 weeks ago


    Havant, Hampshire, United Kingdom Jones Bros Civil Engineering Full time

    We are looking for a Senior Commercial Manager working initially on the Joint venture Havant Thicket Reservoir Project this is a large environmental project designed to safeguard water resources for the Southeast. You will be working within a flexible organisation where self-motivated and practical problem solvers will thrive. Key Roles and...


  • Havant, Hampshire, United Kingdom Jones Bros Civil Engineering Full time

    We are looking for a Senior Commercial Manager working initially on the Joint venture Havant Thicket Reservoir Project this is a large environmental project designed to safeguard water resources for the Southeast. You will be working within a flexible organisation where self-motivated and practical problem solvers will thrive. Key Roles and...