Estate Planning Consultant

Role(s): Estate Planning Consultant

Location(s): East Anglia

Salary(s): Competitive Package

Heritage Will Writers are looking for highly motivated individuals with a strong client focus to join our team as Estate Planning Consultants. The individual should be driven by a natural and honest passion to seek the best advice for our clients; this will require the applicant to develop their knowledge of the industry through continuous learning. The right applicant will be the face of the company and will be passionate about our company values and strive to ensure our client’s future is safeguarded. The successful candidate for the role of Estate Planning Consultant will have the following duties and responsibilities:
  • Visiting new clients and existing clients in their homes, place of work or in the Heritage Will Writers Offices 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. To apply for the role of Estate Planning Consultant please send an up to date CV and Covering Letter to: hello@heritagewills.co.uk