Estate Planner
7 months ago
**Legal Consultant**
Hillman Legal Partnerships Ltd - London
Part time £30,000 per annum OTE
**ESTATE PLANNER / ‘Will Writer’**
(Car owner and driver essential to post)
Hillman Legal is a well-established estate planning company specialising in wills, trusts and probate. We have several consultants and are looking to expand our team with a salaried consultant covering the London and surrounding areas.
**We offer 30% commission for every sale. We have several Consultants and plenty of clients available as their diaries are often full**
Our appointments set are qualified and warm, often clients of the firm or associated firm already and the pitch is soft with a high conversion rate.
The role would involve
- Home, office or zoom visits providing prospects with advice, then taking their will instructions ( North London)
- Clearly outlining the clients options and legal implications of their choices
- Following a structured checklist
- Attending training
- Sometimes attending to clients on a number of visits and witnessing the will
- Dealing with various professionals who act at introducers of business
- Good general understanding of wills, inheritance tax, trusts and LPAs
- Proven track record of a high conversion rate
- Experience dealing with clients, both face to face and by phone
- Good communication and time management skills
- Ability to win over clients and generate referrals
- Professional approach and appearance
- Able to work as a team with the telesales department
Our office in Crouch End is attended mostly by administrators, accounts and probate staff - attendance to the office could be for client meetings in the main
**Job Types**: Full-time, Permanent, Freelance
**Salary**: £1,500.00-£3,000.00 per month
Schedule:
- Monday to Friday
**Experience**:
- estate planning: 3 years (required)
Willingness to travel:
- 50% (required)
Work Location: In person
Reference ID: estate planner
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