Estate Planning Specialist

2 weeks ago


London, Greater London, United Kingdom Will Power Group Full time
Will Power Group

We are seeking an experienced Estate Planning Specialist to join our team on a part-time basis. The successful candidate will be responsible for conducting consultations with clients via Zoom appointments and home visits, covering locations in West London, Surrey, and the Thames Valley.

The ideal candidate will have expertise in Estate Planning, sales skills, and knowledge of inheritance tax issues and care regulations. They should be able to develop a conversation to identify the full range of needs for each client.

Sales experience and knowledge of Wills, LPAs, and Trusts are essential.

Many clients now prefer video-call appointments, and the successful candidate should be familiar with conducting meetings over Zoom, WhatsApp, and Facetime. In addition, some clients may require face-to-face meetings at their homes while adhering to social distancing guidelines.

Salary Information

The estimated annual salary for this position is £35,000-£40,000 based on industry standards and location. However, please note that the actual salary may vary depending on individual circumstances.



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