Estate Planner - London

  • Location:

    London

  • Discipline:

    Financial Services

  • Job type:

    Permanent

  • Benefits:

    £50,000 - £70,000 OTE

  • Published:

    29-01-2024

  • Expiry date:

    11-03-2024

  • Reference:

    4240

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

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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