Estate Planning Consultant

3 weeks ago


North West, United Kingdom BeTechnology Group Limited Full time

Position: Mobile Estate Planner
Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE)
Location: Remote / Field-based

We are collaborating with a rapidly expanding organization that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate planning solutions, which encompass will preparation and trust management services. They are dedicated to assisting individuals and families in safeguarding their assets and ensuring their intentions are honored.

This company is redefining the industry landscape, having achieved a remarkable 50% growth in the past six months. They are now aiming to significantly increase their workforce over the next six months, offering you the chance to be part of this exciting journey from the ground up.

Role Overview:
We are in search of a driven and seasoned Mobile Estate Planner to become a vital part of the team. In this capacity, you will meet clients at their residences or other suitable venues to provide expert estate planning guidance. Your core responsibilities will include drafting wills, advising on trusts, and delivering tailored solutions that cater to each client's specific requirements.

Key Responsibilities:
1. Meet and exceed sales objectives while contributing to the overall success of the organization.
2. Promote and cross-sell additional products and services to clients.
3. Conduct consultations with clients to comprehend their estate planning needs and goals.
4. Prepare wills, trusts, and other estate planning documentation.
5. Offer expert advice on estate planning strategies and solutions.
6. Work closely with sensitive clients, demonstrating compassion and understanding.
7. Ensure adherence to legal and regulatory standards.
8. Maintain current knowledge of estate planning laws and best practices.
9. Organize your schedule and travel to various client locations as necessary.

Requirements:
1. Proven sales experience with a track record of meeting and surpassing targets.
2. Previous background in estate planning, including will preparation and working with sensitive populations.
3. STEP (Society of Trust and Estate Practitioners) qualification is highly preferred.
4. Strong understanding of estate planning laws and regulations.
5. Excellent communication and interpersonal abilities.
6. Capability to work independently and manage a flexible schedule.
7. Empathy, patience, and professionalism in client interactions.
8. Valid driver's license and readiness to travel.

What We Offer:
1. Competitive salary with a performance-based commission structure.
2. Comprehensive training and ongoing professional development opportunities.
3. Supportive team environment with pathways for career progression.
4. Flexible working arrangements to balance professional and personal commitments.
5. An attractive benefits package including company bonuses, healthcare, and more.

BeTechnology Group Limited is acting as an Employment Agency in relation to this vacancy.



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