Estate Planner

2 weeks ago


North London, United Kingdom HILLMAN LEGAL PARTNERSHIPS LTD Full time

**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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