Estate Planning Advisor

1 month ago


Oxford, Oxfordshire, United Kingdom Co-op Digital Full time

**Job Title:** Estate Planning Advisor

We are seeking an experienced Estate Planning Advisor to join our team as a self-employed consultant. This role involves discussing the benefits of our products and services with potential customers, helping them make informed decisions about their legal planning.

As a self-employed consultant, you will have the flexibility to manage your own workload, with client appointments mainly conducted through video call (national) and home visits (local). You will work closely with customers to identify their needs and take accurate instructions to meet their requirements.

**Responsibilities:**

  1. Attend appointments generated by the company
  2. Gain referrals and self-generate at least 50% of new business
  3. Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts, and probate services
  4. Deliver talks and seminars arranged by the company to community groups covering later life legal products and services
  5. Capture customers' instructions using our in-house Estate Planning Assistant software

**Requirements:**

  • Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
  • Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
  • The ability to relay complex legal information in a way customers can understand
  • Confidence when presenting and a natural flair for engaging an audience
  • The ability to consult, influence, and negotiate whilst showing enthusiasm for the product and services
  • Practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software
  • A full UK driver's license with access to your own vehicle

**Estimated Salary:** £35,000 - £60,000 per annum, depending on experience and performance.



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