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Estate Planning Specialist

2 months ago


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

We are a rapidly expanding estate planning business based in Newbury, Berkshire.

Job Opportunity

We are seeking a self-employed, commission-based Estate Planning Consultant to join our team.

The ideal candidate will have an understanding of the complexities of life and the threats to a family's wealth.

As an Estate Planning Consultant, you will be responsible for showcasing the importance of having the right Will in place, discussing associated trusts, powers of attorney, and funeral plans.

Once trained, you will work at your own pace and utilize your own network of connections, as well as ours, to provide a professional service to clients.

Applicants may come from a variety of backgrounds, including:

  • Home service
  • Financial services
  • Insurance services
  • B2C Sales
  • Home party sales
  • Or simply someone looking to return to a working environment after a break.

Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.