Estate Planning Specialist

4 weeks ago

Crawley, West Sussex, United Kingdom Hireo Full time
Job Title: Estate Planning Associate

This is a remote position that offers the opportunity to work as an independent contractor with full support from the Beacon Advice community.

Position Type: Self-employed membership model

(Run your own business with full support from the Beacon Advice community)

Location: Remote/Home-based

Hours: Flexible work when it suits you

Earnings: Uncapped potential

Introduction

Are you ready to become a trusted advisor in your community?

At Beacon Advice, we're more than just estate planners; we're trusted advisors who make a real difference in our clients' lives.

As an Estate Planner with us, you'll operate under a membership model where you manage your own business while benefiting from our resources and support. You'll pay a fixed fee for these services, giving you the flexibility to run your practice with uncapped earnings potential.

We pride ourselves on providing personalized, face-to-face services, helping individuals secure their legacy with peace of mind.

If you're passionate about delivering client-focused service and want to join a team that values community and integrity, read on.

Role Summary

As a Beacon Advice Estate Planner, or Beacon as we like to call them, you'll be the expert guiding clients through their estate planning journey.

Your work will make a real impact, from drafting Wills and Trusts to offering personalized advice.

This is your opportunity to be your own boss, running your own company under our membership model, with the freedom to conduct business on your terms, backed by the support and camaraderie of a like-minded network.

Key Responsibilities

Provide expert advice on estate planning, including Wills, Trusts, and Lasting Powers of Attorney.

Draft and review estate planning documents to ensure accuracy and compliance with current laws.

Collaborate with clients to understand their estate planning goals and create tailored strategies.

Undertake continuous professional development (CPD) to stay updated on changes in estate planning laws and regulations.

Assist with the administration of estates by offering referrals to local or national companies.

Communicate complex legal concepts in clear, empathetic terms.

Maintain detailed client records, ensuring the highest standards of confidentiality.

PAY A FIXED FEE FOR MEMBERSHIP, WHICH GRANTS ACCESS TO OUR COMPREHENSIVE SUPPORT SERVICES, HELPING YOU RUN YOUR BUSINESS MORE EFFICIENTLY.

Essential Requirements

Minimum of 1 year experience in estate planning or a related legal field.

Proven expertise in drafting and reviewing Wills and Trusts.

Strong understanding of tax planning and probate processes.

Excellent client-facing and communication skills.

Proficiency in legal research and knowledge of current laws and regulations.

Desirable Qualifications

Experience with digital estate planning tools and technologies.

Additional qualifications in tax advisory or financial planning.

Familiarity with cross-border estate planning issues.

Experience working with high-net-worth clients.

Benefits

Run your own business with full autonomy while leveraging our support network, including marketing resources, ongoing training, and professional guidance, all for a fixed membership fee.

Receive 100% of your client billing, with no commission or revenue sharing; you keep all of your earnings.

Flexible working arrangements that suit your lifestyle.

Access to ongoing professional development and training opportunities.

Join a supportive and inclusive workplace culture, where members share best practices and support one another.

Benefit from our company's website, social media presence, and marketing campaigns, as we grow.

Leverage our established marketing channels to attract clients and grow your business, with opportunities to collaborate with other members in our supportive network.

Additional Information

We are an equal opportunity organization and welcome applications from individuals of all backgrounds.

We are committed to fostering a diverse and inclusive work environment, where every team member is valued and has the opportunity to thrive.

We encourage applications from underrepresented groups and strive to ensure all candidates are treated fairly throughout the recruitment process.

By becoming a member of our network, you'll gain access to professional development, marketing support, and expert guidance. We provide the platform to help you thrive in your estate planning practice, while enjoying the benefits of self-employment.

Ready to make a difference? Join Beacon Advice and become a trusted advisor in your community.

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