Estate Planning Consultant

4 months ago


Cardiff, United Kingdom Silvertime Legal Full time

**Self - Employed Role Estate Planning Consultant**

**Areas**:Cardiff, Wales** (60 mile radius travel)

We are looking for an experienced individual with a strong client focus to join our team as Estate Planning Consultants.

You will be working on a self-employed basis so you must be self
- motivated, disciplined and driven by a natural passion to seek the best advice for our clients.

Our unique software allows all the information to be linked directly to our lead system, and appointments are pre-arranged for the consultants by our team. So, all that’s required is to attend the appointment and keep your diary up to date.

As a consultant you are a representative for Silvertime Legal and a vital part of our business.

This self-employed role has the following duties and responsibilities:

- Visiting new and existing clients in their home, or attending appointments via video conferencing platform, advising them on estate planning solutions.
- Flexibility to fulfil appointments as required.
- Continuous training and development to ensure advice is always relevant.
- Build and maintain a strong relationship with clients.

Essential skills and experience we are looking for:

- IT literate (Dropbox, Calendar etc. Although full induction day and training will be provided.)
- Detail oriented, be a good listener.
- Passionate about the legal industry.
- Driver’s licence and access to your own vehicle.
- E**xperience within the estate planning field (preferred 2 years)**

We have a well-trained, friendly team, who love to work hard, achieve goals and have a good time doing so.

Schedule:

- Monday to Friday

Work Location: On the road



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