About us:
Heritage Wills is dedicated to providing exceptional estate planning services that safeguard our clients' future.
Position overview:
We are seeking a highly motivated estate planning consultant with a strong client service focus. The ideal candidate will have a natural passion for helping clients navigate their estate planning needs and will be committed to continuous learning and professional development in the industry. The successful applicant will align with our company values and work to ensure our clients receive the best advice and support.
Key Responsibilities: Consult with clients to understand their estate planning needs and objectives. Develop personalised estate plans including Wills, Trusts and other related documents. Provide ongoing support to clients about estate planning options. Stay current with industry trends, regulations and best practices through continuous learning and professional development. Build and maintain strong client relationships. Ensure all documentation is accurate, compliant and completed in a timely manner. Contribute to team initiatives and participate in company events to promote our values. Minimum Requirements: Previous experience in estate planning, financial services or a related field preferred. Strong communication and interpersonal skills. Excellent attention to detail. Driving licence with access to your own vehicle (essential). Ability to work independently as well as part of a team. 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.
Job Type: Full-time
Pay: From £27,200.00 per year
Additional pay: Commission pay Benefits: Company events Company pension Employee discount Free parking Health & wellbeing programme Referral programme Sick pay Schedule: 8 hour shift Monday to Friday Work Location: In person
Reference ID: Estate Planning Consultant
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