Due to expansion, our clients are looking for a Self-Employed Estate Planner to join their team in Northamptonshire working on a hybrid basis and service their existing clients.
There would also be the opportunity to be an integral part of the company s expansion into this sector.
Salary package on offer for the Estate Planner:
- Commission-only role with OTE of £50,000 - £70,000
- Attractive Commission Splits
- Access to an existing client bank and consistent lead flow
Working Hours:
- (Hybrid) Flexible working hours
Requirements for the role of Estate Planner:
- Private Client experience
- Legal background or member of the Society of Will Writers
- Ability to use legal software
- Strong communication skills; both written and verbal
- Driving Licence, with access to your own vehicle
- Have a keen eye for detail
- Able to cultivate strong client relationships and demonstrate a deep understanding of their needs
Responsibilities for the role of Estate Planner:
- Attending new and existing clients in the office, their homes, or via video conferencing
- Advising clients on estate planning solutions
- Accurately maintain client records and correspondence
- Manage an incoming caseload and work with those parties involved towards the successful completion of a case
- Prioritise and manage your own caseload to deliver against targets