Estate Planning Consultant

2 weeks 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 and legal service products which primarly are centred around Wills. There isn't any cold calling aspect as you will be dealing with webleads and Hot-Keys generated from the internal Lead Generation team.

**Key Responsibilities**:

- Handling Inbound/Outbound calls to discussing the benefits of estate planning specifically clients Wills
- Draft and check legal documents
- Work closely with customers to identify needs and take accurate instructions to meet their needs
- Capture customers instructions using our in-house software
- (required) Have a minimum 1-2 years of Estate Planning Experience
- Computer literate with a thorough knowledge of Microsoft Office (Word/Excel/Outlook)
- Excellent telephone handling skills
- Excellent letter-writing skills
- Excellent organisational and administration skills
- Strong time management skills
- Used to working to targets in a pressured environment
- Ability to work well as an individual and as a member of a team
- An excellent timekeeper with a flexible approach to meeting the needs of our customers

**Salary**: From £25,000.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

Work Location: In person

Reference ID: PS020



  • 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...


  • Manchester, United Kingdom BeTechnology Group Full time

    Title - Estate Planner Start Date - ASAP Duration - 3 months+ temp to perm We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the...

  • Consultant - Planning

    Found in: beBee S GB - 3 weeks ago


    Manchester, United Kingdom Maxim Recruitment Ltd Full time

    An exciting opportunity for a Planner to join a professional consultancy based in the centre of Manchester.  The company provides quantity surveying, planning and alternative dispute resolution servic…

  • Estate Planner

    6 days ago


    Manchester, United Kingdom CareerBliss Full time

    Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation: Manchester Position Overview:We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly...

  • Estate Planner

    7 days ago


    Manchester, United Kingdom Be Technology Full time

    Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation: Manchester Position Overview:We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills click apply for full job details

  • Estate Planner

    7 days ago


    Manchester, United Kingdom Be Technology Full time

    Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation: Manchester Position Overview:We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly...

  • Estate Planner

    1 week ago


    Manchester, United Kingdom Be Technology Full time

    Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation: Manchester Position Overview:We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly...

  • Estate Planner

    7 days ago


    Manchester, United Kingdom Be Technology Full time

    Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation: Manchester Position Overview:We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly...

  • Estate Planner

    6 days ago


    Manchester, United Kingdom Be Technology Remote Work Freelance Full time

    Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation: Manchester Position Overview:We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly...

  • Senior Planning Consultant

    Found in: Talent UK 2A C2 - 5 days ago


    Manchester, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Planning Consultant Location: KnutsfordOverview:My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford.RESPONSIBILITIES:Providing guidance and sound advice relating to Client specific issues, and a range of planning matters.Manage a diverse range of instructions...

  • Senior Planning Consultant

    Found in: beBee S GB - 3 days ago


    Manchester, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Planning Consultant Location: Knutsford Overview: My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford. RESPONSIBILITIES: Providing guidance and sound advice relating to Client specific issues, and a range of planning matters. Manage a diverse range of...


  • Manchester, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Planning Consultant Location: Knutsford Overview: My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford. RESPONSIBILITIES: Providing guidance and sound advice relating to Client specific issues, and a range of planning matters. Manage a diverse range of...


  • Manchester, United Kingdom Flagship Consulting Full time

    **Senior Planning Consultant** **Central Manchester** **£30-42k DOE + excellent benefits package** Based in the Northern Quarter, this Senior Planning Consultant role is with an independent planning and environmental consultancy who are in that sweet spot of being just the right size to be big enough but not too big. Access to prime jobs and client...

  • Senior Planning Consultant

    Found in: Whatjobs ES C2 - 5 days ago


    Manchester, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Planning Consultant Location: KnutsfordOverview:My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford.RESPONSIBILITIES:Providing guidance and sound advice relating to Client specific issues, and a range of planning matters.Manage a diverse range of instructions...


  • Manchester, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Planning Consultant Location: Knutsford Overview: My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford. RESPONSIBILITIES: Providing guidance and sound advice relating to Client specific issues, and a range of planning matters. Manage a diverse range of...


  • Manchester, United Kingdom Energy Jobline CVL Full time

    Job Title: Senior Planning Consultant Location: Knutsford Overview: My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford. RESPONSIBILITIES: Providing guidance and sound advice relating to Client specific issues, and a range of planning matters. Manage a diverse range of...

  • Estates Officer

    3 days ago


    Manchester, United Kingdom North West Ambulance Service NHS Trust Full time

    Are you ready to play a pivotal role in maintaining a safe and compliant estate? Do you have a passion for collaboration, innovation, and service excellence? If so, NWAS invites you to join our team as an Estates Officer (Electrical) The base for this role will be flexible and determined by your home location. There will be lots of travel to and from our...


  • Manchester, United Kingdom Colliers International EMEA Full time

    Company Description Colliers International is a leading commercial real estate services company, providing a full range of services to real estate occupiers, developers and investors on a local, national and international basis. Services include brokerage sales and leasing (landlord and tenant representation), real estate management, valuation, consulting,...

  • Cost Consultant

    Found in: beBee jobs GB - 2 weeks ago


    Manchester, United Kingdom Mace Full time

    The opportunityBe a part of our cost consultancy business that spans our five global hubs, where you can oversee work for world leading organisations across the public and private sectors.Project Scope: Supporting an ongoing multi-£m, UK wide capital works and BAU/lifecycle programme beyond 2028, across a diverse estate.We are a framework supplier...


  • Manchester, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Planning Consultant Location: Knutsford Overview: My client is a Rural Planning Consultancy who are looking for the hire of a Senior Planning Consultant to join the team in Knutsford. RESPONSIBILITIES: Providing guidance and sound advice relating to Client specific issues, and a range of planning matters. Manage a diverse range of...