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At MP Estate Planning UK, we are expanding rapidly, and were looking for motivated and driven professionals to join our team. If youre passionate about helping clients secure their financial future and build a lasting legacy, this is the opportunity for you.
As an Estate Planning Consultant, you will play a key role in shaping the financial futures of our clients by providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies. With full training and continuous support, this role offers the opportunity to learn a new industry while working with a respected national firm.
What We Offer:Full Training & Support: No prior estate planning experience required. Youll receive comprehensive training to help you thrive in this industry.
Attractive Earning Potential: Realistic commission-based earnings ranging from £50,000 to £150,000 annually.
Career Advancement: Join a growing company with opportunities for professional development and leadership roles.
Flexible Work Environment: Enjoy the flexibility of working from home while managing your own client portfolio.
National Reach: Work with clients across England and Wales, gaining experience and exposure to a wide range of cases.
Client Consultations: Conduct face-to-face or virtual meetings with clients to assess their estate and legacy planning needs.
Tailored Advice: Provide personalised advice on trusts, estates and inheritance tax.
Sales and Relationship Building: Leverage MP EstatePro, our proprietary software, to present estate planning solutions and build lasting relationships with clients.
Sales-Driven Focus: Meet personal sales targets while delivering exceptional client service.
Experience in Sales: Previous sales experience, preferably in a face-to-face or virtual setting, is a must. If you have a background in professional sales or client advisory roles, thats a plus!
Driven & Target-Focused: You thrive in an environment where youre motivated to exceed goals and earn based on performance.
Excellent Communication Skills: Ability to clearly articulate complex concepts and engage clients effectively.
Tech-Savvy: Comfortable using sales software and digital tools to streamline the planning process.
Professional & Client-Oriented: A professional, presentable demeanor with the ability to build trust and rapport with clients.
Competitive, Uncapped Earnings: Achieve your financial goals with unlimited earning potential through commissions.
Comprehensive Training: Gain in-depth knowledge of estate planning and receive ongoing support to develop your skills.
Career Growth in a Growing Industry: Develop your expertise and advance within the company.
Work-Life Balance: Enjoy flexible working hours and the option to work from home.
If youre ready to make a meaningful impact on clients' lives while achieving your own financial success, wed love to hear from you. Apply now to join our growing team and become a part of our exciting journey!
As part of the selection process, applicants will be required to complete a brief assessment to help us better understand your problem-solving skills and ability to communicate effectively.
The assessment will be sent to you after your initial application review.
