Estate Planning Specialist
4 weeks ago
This is a remote position that offers the opportunity to work as a self-employed estate planning professional with full support from our company.
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.
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.
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.
-
Estate Planning Specialist
2 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeBeacon Advice: A Platform for Independent Estate PlannersEarn 100% of Your Fees, Set Your Own Schedule, and Enjoy Unparalleled Flexibility as a Self-Employed Estate Planner with Beacon Advice. Our comprehensive network provides top-tier training, client acquisition support, and a community of like-minded professionals to ensure your success.Key...
-
Estate Planning Specialist
4 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate Planning Associate to join our team at Beacon Advice. As a trusted advisor, you will work closely with clients to understand their estate planning goals and create tailored strategies to achieve their objectives.Key ResponsibilitiesProvide expert advice on estate planning, including wills,...
-
Estate Planning Specialist
4 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate Planning Associate to join our team at Beacon Advice. As a trusted advisor, you will work closely with clients to understand their estate planning goals and create tailored strategies to achieve their objectives.Key ResponsibilitiesProvide expert advice on estate planning, including wills,...
-
Estate Planning Specialist
4 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeUnlock Your Potential as an Estate Planning ProfessionalAt Beacon Advice, we're seeking a skilled Estate Planning Associate to join our team of trusted advisors. As a self-employed professional, you'll operate under our membership model, enjoying the freedom to run your own business while benefiting from our comprehensive support services.Key...
-
Estate Planning Specialist
4 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeUnlock Your Potential as an Estate Planning ProfessionalAt Beacon Advice, we're seeking a skilled Estate Planning Associate to join our team of trusted advisors. As a self-employed professional, you'll operate under our membership model, enjoying the freedom to run your own business while benefiting from our comprehensive support services.Key...
-
Estate Planning Specialist
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeAbout the RoleAs a Beacon Estate Planner, you'll help clients make informed decisions about their legacy. You'll offer personalized advice, draft key documents, and build meaningful relationships that make a lasting impact. Our membership model provides the security of a trusted network, allowing you to run your business with...
-
Estate Planning Professional
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeThis is a remote position offering the freedom to run your own business, set your schedule, and earn 100% of your client fees.Position: Self-employed, Membership Model Location: Remote / Home-based Hours: Flexible – Set your own schedule Earnings: Uncapped Potential As a Beacon Estate Planner, you'll help clients make important decisions about their...
-
Estate Planning Professional
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeThis is a remote position.Position: Self-employed, Membership Model Location: Remote / Home-based Hours: Flexible – Set your own schedule Earnings: Uncapped Potential Are you a skilled estate planner looking to take charge of your career? With Hireo, you'll have the freedom to run your own business, set your schedule, and earn 100% of your client fees –...
-
Estate Planning Professional
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeJob Opportunity We're seeking an experienced estate planner to join our network as a self-employed professional. Position Overview: As a Beacon Advice estate planner, you'll have the autonomy to run your own business while benefiting from comprehensive support and resources designed to help you succeed. Key Responsibilities:Provide expert advice on estate...
-
Estate Planning Professional
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeRole OverviewThis is a unique opportunity for an experienced estate planner to take control of their career and work flexibly as a self-employed professional. As a Beacon Advice member, you'll have the autonomy to run your own business while benefiting from comprehensive support and resources designed to help you succeed.Key ResponsibilitiesProvide expert...
-
Estate Planning Professional
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeJob Opportunity OverviewThis is a unique chance to be your own boss, manage your own business under our membership model, and benefit from the support of a well-established network. As a Beacon, you'll be the expert guiding clients through their estate planning journey, offering personalized advice and drafting key documents such as wills, trusts, and...
-
Senior Estate Planner
2 weeks ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeEstate Planning OpportunityThis is a remote position that provides the freedom to drive your own success. As a skilled estate planner, you'll have the autonomy to manage your own client relationships while being part of a larger trusted network. You'll provide clients with guidance on wills, trusts, and estate planning, delivering personalized advice to help...
-
Estate Planner Advisor
1 week ago
Bognor Regis, West Sussex, United Kingdom Hireo Full timeRole OverviewAs a Self-Employed Estate Planner with Hireo, you will have the autonomy to manage your own client relationships while being part of a larger trusted network. Our Estate Planners provide clients with guidance on wills, trusts, and estate planning, delivering personalized advice to help secure their legacy. You will run your business with...
-
Lettings Property Specialist
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Fox & Sons Full timeLettings Property SpecialistWe are seeking a highly motivated Estate Agent to join our residential lettings team in Bognor Regis. As a Lettings Property Specialist, you will be responsible for winning listings and gaining new instructions for properties to market.Key Responsibilities:Generate new business in a target-driven environmentProvide outstanding...
-
Lettings Property Specialist
3 weeks ago
Bognor Regis, West Sussex, United Kingdom Fox & Sons Full timeLettings Property SpecialistAt Fox & Sons, we're seeking a highly motivated Estate Agent to join our residential lettings team in Bognor Regis. As a Lettings Property Specialist, you'll be responsible for winning listings and gaining new instructions for properties to market.Key Responsibilities:Generate new business in a target-driven environmentProvide...
-
Lettings Property Specialist
1 month ago
Bognor Regis, West Sussex, United Kingdom Fox & Sons Full timeLettings Property SpecialistWe are seeking a highly motivated and experienced Lettings Property Specialist to join our team in Bognor Regis. As a key member of our residential lettings team, you will be responsible for winning listings and gaining new instructions for properties to market.Key Responsibilities:Generate new business in a target-driven...
-
Lettings Property Specialist
1 month ago
Bognor Regis, West Sussex, United Kingdom Fox & Sons Full timeLettings Property SpecialistWe are seeking a highly motivated and experienced Lettings Property Specialist to join our team in Bognor Regis. As a key member of our residential lettings team, you will be responsible for winning listings and gaining new instructions for properties to market.Key Responsibilities:Generate new business in a target-driven...
-
Bognor Regis, West Sussex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the Company:We are a leading specialist recruitment agency, partnering with a highly successful Independent Financial Advisory (IFA) firm. This firm provides bespoke financial planning and investment advice to a wide range of clients.The Ideal Candidate:A highly skilled and experienced Financial Services Specialist with a passion for delivering...
-
Procurement Specialist
4 weeks ago
Bognor Regis, West Sussex, United Kingdom Chestnut Tree House Full timeProcurement Manager Job DescriptionAt Chestnut Tree House, we are seeking an experienced Procurement Manager to join our team. As a key member of our organization, you will be responsible for managing over £10m of non-pay spend across our operations.Key Responsibilities:Procure top-quality healthcare equipment and goods and services needed for our...
-
Procurement Specialist
4 weeks ago
Bognor Regis, West Sussex, United Kingdom Chestnut Tree House Full timeProcurement Manager Job DescriptionAt Chestnut Tree House, we are seeking an experienced Procurement Manager to join our team. As a key member of our organization, you will be responsible for managing over £10m of non-pay spend across our operations.Key Responsibilities:Procure top-quality healthcare equipment and goods and services needed for our...