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