Jump to content
Heritage Wills logo enquiry-icon
  • Home
  • Our services
    • Will Writing
    • Lasting Power of Attorney (LPA)
    • Trusts
    • Property Protection Trusts
    • Tenants in Common
    • Probate Services
    • Client Care Package
    • Funeral Plans
    • Corporate Benefit Package
    • Our Fees
  • About us
    • Our Core Values
    • Community
    • Vacancies
    • Working with us
  • Help and advice
    • Why do you need a Will?
    • Frequently Asked Questions (FAQs)
    • Guide to being an executor
    • The process
    • Glossary of Terms
    • Free Consultations
  • Blog
  • Testimonials
  • Contact us
Heritage Wills logo
phone 01603 894500
Asset 1 hello@heritagewills.co.uk
facebook twitter instagram Untitled-1 linkedin
  • Home
  • Our services
    • Will Writing
    • Lasting Power of Attorney (LPA)
    • Trusts
    • Property Protection Trusts
    • Tenants in Common
    • Probate Services
    • Client Care Package
    • Funeral Plans
    • Corporate Benefit Package
    • Our Fees
  • About us
    • Our Core Values
    • Community
    • Vacancies
    • Working with us
  • Help and advice
    • Why do you need a Will?
    • Frequently Asked Questions (FAQs)
    • Guide to being an executor
    • The process
    • Glossary of Terms
    • Free Consultations
  • Blog
  • Testimonials
  • Contact us

Vacancies

Vacancies

  • service-icon1

    Will Writing

  • Untitled-1

    Lasting Power of Attorney (LPA)

  • service-icon3

    Trusts

  • service-icon4

    Property Protection Trusts

  • service-icon5

    Tenants in Common

  • service-icon6

    Probate Services

  • Untitled-1

    Client Care Package

  • service-icon8

    Funeral plans

  • Untitled-1

    Corporate Benefit Package

Vacancies

If you are looking to join our Award-winning, friendly and hard-working team, have a look at our vacancies below. If you have the skills we are looking for, make sure you apply today so you don’t miss out.

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

Accreditations and Partners

Heritage Will writers awarded Will Writer of the Year award 2018
Society of Trust and Estate Practitioners (STEP) logo
Remember a charity in your will logo
Dementia Friendly Norfolk
Institute of Professional Will Writers (IPW) logo
Trading Standards Approved code logo

Quick enquiry

Thank you for your enquiry.
We will be in touch as soon as possible.

Join our Mailing List

Thank you for your enquiry. You have been added to the mailing list.

Call us

01603 894500

Email us

hello@heritagewills.co.uk

Find us

Head office

13 Hellesdon Park Rd
Drayton High Rd
Norwich
Norfolk
NR6 5DR

Regional hub

HLC Business Centre
5 The Quay
St Ives
Cambridgeshire
PE27 5AR

Connect with us

facebook twitter instagram Untitled-1 linkedin

Office hours

Mon - Thurs 9am - 6pm
Fri 9am - 5pm

  • Terms of use (business)
  • Privacy Policy
  • Accessibility

© 2018. The content on this website is owned by us and our licensors. Do not copy any content (including images) without our consent.