Expert Legacy Planner

3 weeks ago

Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full time
About KEPT Assets Ltd

KEPT Assets Ltd is a fast-growing, profitable estate planning business based in Newbury, Berkshire.

Our Expansion Program

We are seeking skilled professionals to join our team as self-employed Estate Planning Consultants, covering areas throughout the UK.

The Role

This commission-based role involves educating clients on the importance of having a well-planned Will, discussing associated trusts, powers of attorney, and funeral plans.

After completing your training, you will work at your own pace, utilizing your network of connections and ours to provide exceptional service to clients.

Applicants may come from various backgrounds, including home service, financial services, insurance services, B2C sales, home party sales, or those returning to a working environment after a break.

Requirements
  • A strong understanding of family dynamics and life experience
  • Excellent communication skills

We value life experience and an understanding of family dynamics, but age or gender are not important factors for this role.

In terms of salary, we estimate around £35,000 - £50,000 per annum, depending on your level of expertise and performance.

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