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Estate Planning Specialist

2 months ago


Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full time

Kept Assets Ltd is a rapidly expanding estate planning business based in the UK. We are seeking a self-employed, commission-based Estate Planning Consultant to join our team. As a consultant, you will work at your own pace, using your own network of connections and ours to provide a professional service to clients. Your role will involve discussing the importance of having the right Will in place, associated trusts, powers of attorney, and funeral plans. You will also be responsible for identifying and addressing the threats to a family's wealth. We welcome applicants from various backgrounds, including home service, financial services, insurance services, B2C sales, home party sales, and those looking to return to a working environment after a break. While age or gender are not important, life experience and an understanding of family dynamics will be advantageous. If you are a motivated and self-driven individual with excellent communication skills, we encourage you to apply for this exciting opportunity. You will undergo comprehensive training to equip you with the necessary skills and knowledge to excel in this role. Once trained, you will be able to work independently, leveraging your network and our resources to deliver exceptional results. We offer a supportive and dynamic work environment, with opportunities for growth and development. If you are passionate about helping families preserve their wealth and legacy, we look forward to hearing from you.