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Estate Planning Consultant

3 weeks ago

Norwich, United Kingdom Heritage Wills Full time

Meeting with new and existing clients in the Heritage Wills offices, remotely using video & telephone calls advising them on estate planning solutions.
- Taking detailed instruction of Wills, Lasting Powers of Attorney and Trusts.
- Build and maintain strong working relationships with new and existing clients and potential referrers.
- Continuous training and development will be provided to ensure advice is relevant at all times.

In order to be considered for the role of Estate Planning Consultant you will have gained the following skills and experience:

- Motivated, client focused and eager to learn (essential).
- Highly organised individual (essential).
- A keen eye for detail, be a great listener and be passionate about the legal industry (essential).
- Driving licence with access to your own vehicle (essential).
- Commercial experience working in sales or customer service (highly desirable).
- Experience within the legal field (desirable).
- Evidence of problem solving and solution planning (desirable).

In return you will benefit from working for a growing company in a role offering a competitive OTE and the opportunity to grow and develop in your career.

Pay: From £27,200.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Sick pay

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: In person

Reference ID: Estate Planning Consultant