Estate Planner
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
Reference: 53590856
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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