Estate Planner - Greater Manchester

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
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