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