Estate Planning Consultant
3 weeks ago
Position: Mobile Estate Planning Advisor
Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE)
Location: Remote
We are collaborating with a rapidly expanding company that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate planning solutions, encompassing will preparation and trust management. They are dedicated to assisting individuals and families in safeguarding their assets and ensuring their desires are honored.
This organization is transforming the landscape in the industry, experiencing a remarkable 50% growth over the past six months, and is now aiming to significantly increase its workforce in the near future.
Role Overview:
We are in search of a driven and skilled Mobile Estate Planning Advisor to become part of the team. In this position, you will engage with clients at their residences or other suitable venues to offer expert estate planning guidance. Your main duties will involve drafting wills, advising on trusts, and providing tailored solutions to address each client's specific requirements.
Key Responsibilities:
1. Meet and exceed sales objectives, 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 goals and needs.
4. Prepare wills, trusts, and other estate planning documentation.
5. Offer expert advice on estate planning strategies and options.
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 success in sales, with a history of meeting and surpassing targets.
2. Prior experience in estate planning, including will preparation and working with sensitive individuals.
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 when interacting with clients.
8. Valid driver's license and willingness 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 advancement.
4. Flexible working arrangements to balance professional and personal life.
5. A robust benefits package including company bonuses, healthcare, and more.
BeTechnology Group Limited is acting as an Employment Agency in relation to this vacancy.
-
Estate Planning Consultant
3 weeks ago
North West, United Kingdom BeTechnology Group Limited Full timePosition: Mobile Estate Planning Consultant Salary: £30,000 - £40,000 + commission (£40,000 - £50,000 OTE) Location: Various locationsWe 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...
-
Estate Planning Consultant
3 weeks ago
North West, United Kingdom BeTechnology Group Limited Full timePosition: Mobile Estate Planning Consultant Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: Various locationsWe are collaborating with a rapidly expanding organization that focuses on estate planning, dedicated to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate...
-
Estate Planning Consultant
3 weeks ago
North West, United Kingdom BeTechnology Group Limited Full timePosition: Mobile Estate Planning Consultant Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: FlexibleWe are collaborating with a rapidly expanding organization that focuses on estate planning, dedicated to delivering outstanding service and reassurance to their clientele. Their team excels in providing customized estate planning...
-
Estate Planning Consultant
3 weeks ago
North West, United Kingdom BeTechnology Group Limited Full timePosition: Mobile Estate Planning Advisor Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: FlexibleWe 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...
-
Estate Planning Consultant
3 weeks ago
North West, United Kingdom BeTechnology Group Limited Full timePosition: Mobile Estate Planner Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE) Location: Remote / Field-basedWe 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...
-
Estate Planning Consultant
3 weeks ago
North West England, United Kingdom BeTechnology Group Full timePosition Overview BeTechnology Group is seeking a dedicated and experienced Estate Planning Consultant to join our dynamic team. Our organization is committed to delivering outstanding service and peace of mind to our clients through personalized estate planning solutions. About Us We specialize in providing tailored estate planning services, including the...
-
Mobile Estate Planning Consultant
3 weeks ago
North West England, United Kingdom BeTechnology Group Full timePosition OverviewWe are collaborating with a dynamic and rapidly expanding organization, BeTechnology Group, that specializes in estate management, dedicated to delivering outstanding service and assurance to their clientele. About the CompanyThis firm excels in providing tailored estate management solutions, encompassing will preparation and trust...
-
Estate Planning Specialist
1 day ago
West Blatchington, Brighton and Hove, United Kingdom CITRUS CONNECT LTD Full timeAbout the RoleCITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.Key ResponsibilitiesDevelop and implement effective estate planning strategies for clientsProvide expert...
-
Estate Planning Specialist
1 day ago
West Blatchington, Brighton and Hove, United Kingdom CITRUS CONNECT LTD Full timeAbout the RoleCITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.Key ResponsibilitiesDevelop and implement effective estate planning strategies for clientsProvide expert...
-
Senior Planning Consultant
3 months ago
North West, United Kingdom Flagship Consulting Full timeSenior Planning Consultant Central Manchester £30-42k DOE + excellent benefits package Based in the Northern Quarter, this Senior Planning Consultant role is with an independent planning and environmental consultancy who are in that sweet spot of being just the right size to be big enough but not too big. Access to prime jobs and client interaction...
-
Senior Planning Consultant
3 months ago
North West, United Kingdom Flagship Consulting Full timeSenior Planning Consultant Central Manchester £30-42k DOE + excellent benefits packageBased in the Northern Quarter, this Senior Planning Consultant role is with an independent planning and environmental consultancy who are in that sweet spot of being just the right size to be big enough but not too big. Access to prime jobs and client interaction offers...
-
Will Writer
4 days ago
West Blatchington, Brighton and Hove, United Kingdom Perrys Full timeWe are seeking a highly motivated and experienced Estate Planning Professional to join our team at Perrys.Main duties & responsibilities include:Independently managing own workload and prioritizing tasks to meet deadlinesTaking initial instructions from clients and providing guidance on estate planning optionsPreparing and advising on Wills of various...
-
Will Writer
3 days ago
West Blatchington, Brighton and Hove, United Kingdom Perrys Full timeWe are seeking a highly motivated and experienced Estate Planning Professional to join our team at Perrys.Main duties & responsibilities include:Independently managing own workload and prioritizing tasks to meet deadlinesTaking initial instructions from clients and providing guidance on estate planning optionsPreparing and advising on Wills of various...
-
Sales Consultant
14 hours ago
West Yorkshire, United Kingdom Northernestateagencies Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Consultant to join our team at Northern Estate Agencies. As a Sales Consultant, you will play a key role in promoting our brand and generating revenue in our busy sales offices.Key ResponsibilitiesDevelop and maintain relationships with clients to achieve sales targets and provide...
-
Sales Consultant
10 hours ago
West Yorkshire, United Kingdom Northernestateagencies Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Consultant to join our team at Northern Estate Agencies. As a Sales Consultant, you will play a key role in promoting our brand and generating revenue in our busy sales offices.Key ResponsibilitiesDevelop and maintain relationships with clients to achieve sales targets and provide...
-
Estate Planner
3 months 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...
-
Mixed Estates Surveyor
3 months ago
North West, United Kingdom Macdonald & Company Full time**Location**: **North West England** **Salary**: **35000 - 45000** **Job Type**: **Permanent** **Reference**: **54656** **Job Summary**: Mixed Estates Surveyor (Disposals) - Client Side £35,000 - £45,000 North West Excellent position delivering property strategy across a well-known landbank. Primarily enforcing a land disposals program and value-add...
-
Planning Consultant
3 days ago
North West Leicestershire, Leicestershire, United Kingdom Penguin Recruitment Full timeAbout the RoleWe are seeking a highly skilled Planning Consultant to join our Infrastructure Planning Team. As a key member of our team, you will be responsible for identifying cross-divisional opportunities and developing new client relationships.Key ResponsibilitiesDeliver high-quality work and service to clientsPrepare, submit, and manage planning...
-
Planning Consultant
4 days ago
North West Leicestershire, Leicestershire, United Kingdom Penguin Recruitment Full timeAbout the RoleWe are seeking a highly skilled Planning Consultant to join our Infrastructure Planning Team. As a key member of our team, you will be responsible for identifying cross-divisional opportunities and developing new client relationships.Key ResponsibilitiesDeliver high-quality work and service to clientsPrepare, submit, and manage planning...
-
Junior Planning Consultant
3 weeks ago
North West England, United Kingdom Penguin Recruitment Full timeCompany Overview:Penguin Recruitment is proud to partner with a prominent legal and professional services firm in the UK, seeking a motivated Junior Planning Consultant to join their dynamic team in the northwest.Role Overview:The selected candidate will engage in a diverse array of projects with a leading organization in the industry. This position offers a...