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Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis. The position offers flexibility in terms of location and working hours. Our clients have a large client bank of leads, offering generous commission splits
Salary package on offer for the Estate Planner:
- Commission-only role with OTE of £50,000 - £70,000
- Flexible working hours and location
- Training and ongoing support
Working Hours:
- 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 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
