Estate Planning Consultant – Self Employed – Nationwide

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Job description

Yellow Brick Wills & Estate Planning is looking for highly motivated individuals with previous experience to join our team as Estate Planning Consultants.

The position is on a self-employed basis so the successful candidates must be self-motivated and disciplined. The successful candidates will be client-focused delivering the best possible advice to our clients.

Essential skills and experience:

  • Experience within the legal field (minimum 2 years) or current member of the Society of Will Writers
  • IT literate (Although system training will be provided.)
  • Attention to detail
  • A good listener
  • Passionate about the legal industry
  • Driver’s licence and access to your own vehicle.

As part of the award-winning Yellow Brick brand, successful candidates will have one of the UK’s biggest mortgage brokers helping generate leads, supplementing any existing network that the candidates may bring.

  • £50,000 OTE with the ability to earn more.
  • Attractive OTE
  • Full training & ongoing support
  • Flexible working

Duties and responsibilities:

  • Attending new and existing clients in their home, or via video conferencing, and advising them on estate planning solutions
  • Flexibility to fulfil appointments as required
  • Ability to manage your own diary
  • Continuous training and development to ensure advice is always relevant and in line with the Society of Will Writer’s minimum requirements
  • Build and maintain strong relationships with clients

We have a hard-working, friendly team, who deliver a professional client-focused service, and have a good time doing so.

In return you will benefit from working for a growing company where input and personal growth will be encouraged. 

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