Estate Planning Advisor
6 months ago
**Introduction to Memoria**
Memoria estate planning is part of The Memoria Group of companies owned by Darwin Alternatives who are an independent UK based investment firm with total assets under advice of £1,039m. The portfolio includes 18 crematoria, cemeteries and memorial parks, an online funeral service provider and bereavement services consulting business. Our mission is to provide exceptional standards of service, facility and products to the families who use our services.
Memoria estate planning provides products and services to people to assist with later life planning including Will’s, Power of Attorney, Equity Release and whole of life insurance products. We are currently looking for an expand our team with the introduction of a motivated and customer focused Estate Planner To grow this part of the company we are looking to expand our team with the introduction of a customer focused later Will writing administrator.
**Job Summary**
**Key Responsibilities**
- Generate sales revenue in a professional and compliant manner,
- Demonstrate excellent communication skills both written and verbal,
- Manage and take ownership of your own diary for inbound and outbound leads,
- Process all sales in a compliant manner via our CRM system,
- Provide solutions to customers who have requested information on Estate planning services,
- Be comfortable to work in a client facing role to nurture new clients and develop new business
- Self-starter, who is motivated to maximise their earnings.
- Team player who can also work on their own initiative.
- Reliable individual with excellent time management and time keeping skills.
- Respects deadlines and targets,
- Attention to detail and good focus on detail.
**Experience Requirements**
- **IT skills, **Confident in the use of bespoke software packages
**Education Qualifications**
Highers English and Maths desirable and at Standard grade a minimum requirement.
Job Type - Full-time
Monday - Friday,
**Salary**: £25k Basic
Commission opportunity
Free Car parking
Company Pension scheme
Generous holiday allowance
Staff incentives
Hybrid home working role with initial three-month period office based.
**Job Types**: Full-time, Permanent
**Salary**: From £25,000.00 per year
**Benefits**:
- On-site parking
Schedule:
- Monday to Friday
Work Location: In person
-
Estate Planning Advisor
6 months ago
Paisley, United Kingdom Modus Personnel Ltd Full timeWe currently have a fantastic opportunity for a **Estate Planner** to join our clients team based in **Paisley.** Our client operate and manage 14 Crematoria and Memorial Parks throughout mainland UK. **What you'll be doing**: - Process all orders in a compliant manner via our CRM system. - Manage diary and pipeline of opportunities whilst managing their...
-
Estate Planning Specialist
3 days ago
Paisley, Renfrewshire, United Kingdom Fqps Full timeParalegal Role in Estate PlanningFqps is seeking a dedicated Estate Planning Specialist to join their team in Paisley. This role offers a unique opportunity to work with estate planning, will drafting, power of attorney, trust drafting, executory and trust administration, and tax mitigation. The ideal candidate will have strong organizational skills, be...
-
Later Life Planning Advisor
6 months ago
Paisley, United Kingdom Modus Personnel Ltd Full timeWe currently have a fantastic opportunity for a **Later Life Planning Advisor** to join our clients team based in **Paisley.** Our client operate and manage 14 Crematoria and Memorial Parks throughout mainland UK. **What you'll be doing**: - Generate sales revenue in a professional and compliant manner. - Demonstrate excellent communication skills both...
-
Estate Planning Consultant
6 months ago
Paisley, United Kingdom Inplace Personnel Full timeEstate Planner - Job Description **Job Summary** **Key Responsibilities** The post holder shall: - Manage inbound enquiries generated by our partners to promote products and services, - Process all orders in a compliant manner via our CRM system, - Manage diary and pipeline of opportunities whilst managing their time effectively, - Contact customers who...
-
Telesales Advisor Later Life Planning
6 months ago
Paisley, United Kingdom Inplace Personnel Full timeMy clients portfolio includes 18 crematoria, cemeteries and memorial parks, an online funeral service provider and bereavement services consulting business. The mission is to provide exceptional standards of service, facility and products to the families who use our services. The company estate planning provide products and services to people to assist with...
-
Senior Estate Planning Paralegal
3 days ago
Paisley, Renfrewshire, United Kingdom Fqps Full timeEstate Planning Role at FqpsIn our Paisley office, we are seeking a motivated Senior Estate Planning Paralegal to join our Private Client team. This is an exciting opportunity for someone who wants to work with estate planning, will drafting, power of attorney, trust drafting, executory and trust administration, and tax mitigation.As a key member of the...
-
Estate Agent
6 months ago
Paisley, United Kingdom Connells Group Full timeUncapped Commission - Career Progression At **Allen & Harris,** part of the Connells Group, we’re looking for a highly motivated **Estate Agent** to join our team as a **Sales Negotiator **to complement our fantastic residential sales team in **Paisley**. **A quick look at the role** In this role you will be helping people find their dream home by...
-
Estate Agent
6 months ago
Paisley, United Kingdom Connells Group Full timeOTE:£30,000-£35,000 Uncapped Commission, Career Progression We’re looking for a highly motivated **Estate Agent** / **Sales Negotiator **to complement our fantastic residential sales team in **Paisley **working in our well known **Countrywide Scotland **estate agency. **Why join us as an Estate Agent** / **Sales Negotiator?** - Industry leading...
-
Private Client Advisor
3 days ago
Paisley, Renfrewshire, United Kingdom Fqps Full timeEstate Planning Job OpportunityFqps is looking for a highly skilled Private Client Advisor to join their team in Paisley. The successful candidate will work with estate planning, will drafting, power of attorney, trust drafting, executory and trust administration, and tax mitigation. This is a fantastic opportunity for someone who wants to develop their...
-
Viewing Agent
6 months ago
Paisley, United Kingdom Allen & Harris Estate Agents Full timeBenefits: Uncapped Commission - Career Progression We’re looking for a highly motivated **Viewing Agent** to complement our fantastic residential sales team in branch in **Paisley**. **Additional hours may be required**, so flexibility is important. Typical working hours below - Sunday - off - Monday - off - Tuesday 10am - 6pm - Wednesday 10am - 6pm -...
-
Later Life Planning Consultant
6 months ago
Paisley, United Kingdom Inplace Personnel Full time**Later Life Planning Advisor** My clients portfolio includes 18 crematoria, cemeteries and memorial parks, an online funeral service provider and bereavement services consulting business. Their mission is to provide exceptional standards of service, facility and products to the families who use our services. They provide products and services to people to...
-
Office Administrator
6 months ago
Paisley, United Kingdom Allen & Harris Estate Agents Full timeWe’re looking for a highly motivated **Office Administrator **to support our fantastic team in branch in **Paisley.** As our **Office Administrator** you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. **What’s in it for you as our Office Administrator** -...
-
Sales Customer Advisor
6 months ago
Paisley, United Kingdom Lookers Plc Full timeOTE: GBP £30,000.00/Yr. Overview: **Sales advisor** **Lookers Customer Contact Centre - Glasgow** **Salary: £22,000 Basic - OTE £30,000 uncapped **+ **excellent benefits** **Hours: Monday to Sunday (40 hours per week on a rota basis)** The role is 5 days/40hrs per week with fixed rotational shift patterns set well in advance so you have room to plan....
-
Estate Officer
4 weeks ago
Paisley, United Kingdom North Lanarkshire Council Full timeINTERNAL APPLICANTS MUST APPLY VIA MYSELF NLC4 £26, - £27, North Lanarkshire Council, as one of Scotland’s largest local authorities, is leading an exciting and ambitious regeneration programme for its town centres and surrounding areas as part of its plans for inclusive economic growth. Working with a variety of partners, the Enterprise and...
-
Christmas Customer Advisor
6 months ago
Paisley, United Kingdom Boots Full timeSummary Job Reference: - 215552BR Paisley, The Paisley Centre Fixed Term We are now recruiting Christmas Customer Advisors for our 23 High St Paisley Renfrewshire store. The exact shift patterns will be discussed at interview **Christmas Customer Advisor** Joining us as a Christmas Customer Advisor is a great opportunity, whether it’s your first job...
-
Sales Advisor
6 months ago
Paisley, United Kingdom Bluebell House Ltd Full timeResponsibilities: - Provide exceptional customer service to clients in a retail setting - Assist customers in finding the right products and services to meet their needs - Upsell additional products and services to maximize sales opportunities - Communicate effectively with customers in English and Spanish - Maintain a clean and organized sales floor -...
-
Customer Sales Advisor
6 months ago
Paisley, United Kingdom Lookers Plc Full timeOTE: GBP £30,000.00/Yr. Overview: **Lookers Jaguar, Land Rover, Volvo, BMW & Mini Customer Contact Centre** **Salary: £22,000 basic £30,000 OTE + excellent benefits** Working with Premium Brands including Jaguar, Land Rover, Volvo, BMW & MINI, our sales contact centre advisors play a crucial role in delivering world class customer experiences. Liasing...
-
Customer Service Advisor
2 weeks ago
Paisley, United Kingdom Halfords Full time£26,175 per annum + bonus 5 days a week Earn extra with our refer a friend scheme – T&C's Apply We're the UK's largest Automotive service, maintenance and repair business and we offer great career opportunities, benefits and an uncapped bonus scheme.As a Customer Service Advisor, you'll be the welcoming face for our customers, handling job bookings in our...
-
Will Writer
6 months ago
Paisley, United Kingdom Low Cost Funeral Limited Full time**Introduction to Memoria** Memoria estate planning is part of The Memoria Group of companies owned by Darwin Alternatives who are an independent UK based investment firm with total assets under advice of £1,039m. The portfolio includes 18 crematoria, cemeteries and memorial parks, an online funeral service provider and bereavement services consulting...
-
Client Solutions Advisor
4 weeks ago
Paisley, United Kingdom Sky Full timeWant to do the best work of your life? With 24 million customers in 6 countries, make your mark at Europe's leading media and entertainment brand. A workplace where you can proudly be yourself; our people make Sky a truly exciting and inclusive place to work. Start Date: 6th January 2025 Salary: £24,400 per annum Site: Sky, City Park, 1st Floor, 368...