Estate Planning Consultant

Nottingham, Nottinghamshire

Competitive Salary

Full Time

Applications: 7

Job Title: Estate Planning Consultant
Job Types: Full-time, Part-time, Commission
Salary: £50,000.00-£80,000.00 per year
Location: Nottingham

An Excellent opportunity for an experienced Estate Planning Consultant to join a well-established company based in Manchester!

Company
The company opened its doors in 2017 with the aim of assisting their clients in preserving and protecting their family wealth and assets and has been growing ever since, expanding the range of services they offer and securing partnership with leading companies in the industry

As of today, the company provides services to more than 6,500 clients nationwide, with a team of over 35 employees and a national network of over highly qualified estate planning consultants.

The role:
The company’s internal sales team will be supplying high quality appointments straight into your calendar, so each prospect is evaluated to meet the company’s high standards. You will be visiting clients in their homes, completing comprehensive fact find to identify bespoke needs of the client, then discussing appropriate solutions including Wills, Lasting Powers of Attorney, Trusts and Funeral Plans. The company also offers full Estate Administration and Probate solutions.

A requirement for this position is to have experience of face-face selling in customers’ homes. It is important you have a warm personality and professional attitude with genuine drive to help customers plan for their future. The company will provide you with full and comprehensive in-house training and will support you on a daily basis.

About you:
We are looking for self-driven and motivated individual with warm personality and great organisational skills. You should have previous experience of dealing with customers face-to-face.

You will be:
• Confident, approachable, motivated and ambitious
• Highly organised with great attention to details
• Someone with strong interpersonal skills and ability to listen to customers’ needs
• Understanding, patient and trustworthy
• Fully compliant and able to work to set guidelines

Knowledge of and experience in selling Estate Planning products is desirable but not essential as full training will be provided.

Full UK driving license is required.

Benefits of joining:
• Full training provided
• Great uncapped commission structure
• Daily supply of high-quality warm leads
• Regular training and ongoing support
• Flexible hours to suit your needs


If you feel you have the relevant experience to fulfil this role and want to be part of an expanding business then please apply now!

Salary Information

Competitive Salary

Additional Information

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ID: RHL-1581
Category: Administrative
Location: Nottingham, Nottinghamshire
Job Type: Full Time
Salary Paid: Per Annum
Consultant: Recruitment Manager
Added On: 10-09-2020
Closing Date: