01603 75 25 45

Estate Planning Consultant

Job Description

Our client is looking for highly motivated individual with a strong client focus


  • Visiting new clients and existing clients in their homes, place of work or in the office, advising them on estate planning solutions
  • Taking detailed instruction of Wills, Lasting Powers of Attorney and Trusts
  • Build and maintain strong working relationships with new and existing clients
  • Continuous training and development to ensure advice is relevant at all times
  • Flexibility to fulfil home visits to clients in the evening as required

In order to be considered for the role of Estate Planning Consultant you will have gained the following skills and experience:

  • Motivated, client focused and eager to learn (essential)
  • A keen eye for detail, be a great listener and be passionate about the legal industry (essential)
  • Driving License and access to your own vehicle (essential)
  • Commercial experience working in sales (highly desirable)
  • Experience within the legal field (desirable)
  • A-Levels/University Degree (desirable)
  • Evidence of problem solving and solution planning (desirable)

In return you will benefit from working for a growing company in a role offering a competitive OTE and the opportunity to grow and develop in your career

Salary + Un-capped Commission + Mileage

Job Info

Part time
Essex, London
September 14, 2018

Contact Details

Louise Barker