Estate Planning Specialist

1 month ago


London, Greater London, United Kingdom Thornton & Baines Full time
Company Overview

Thornton & Baines Legal Ltd is a reputable and long-standing legal practice with over 20 years of industry experience. We are seeking a dedicated individual to join our team on a self-employed commission-only basis.

Role Overview

As a Broker with Thornton & Baines Legal, you will be responsible for generating meetings from our vast database of leads. You will be trained to provide exceptional legal advice to clients and will have the opportunity to develop your skills in estate planning.

Key Responsibilities
  • Provide expert legal advice on areas such as Will writing, Trust planning, and Lasting Power of Attorney.
  • Make financial referrals where necessary to our sister company Thornton & Baines Independent Financial Advisers Ltd.
  • Obtain expert knowledge on all areas of estate planning.
Requirements
  • Develop legal and financial knowledge in the pursuit of obtaining a Diploma in Regulated Financial Planning (DipPFS).
  • Deliver exceptional estate planning advice.
  • All qualifications paid under the CII framework.
  • Access to a strong client bank.
  • Prestigious office location in The City of London.
  • Supportive and collaborative working environment with opportunities for professional growth and development.
Benefits
  • Legal planning services.
  • Pathway to becoming an Independent Financial Adviser.
  • Hard and soft sales training.
Schedule
  • Monday to Friday.


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