Planning consultant Work, Jobs in Cambridge, Eng (with Salaries)

Estate Planning Sales Consultant
Inheritance Legal Services —Cambridge
- From £50,000 a year
- Part-time
- Sales
- Customer service
- English
Quick apply
11d
Consultant – Global Advisory Services
IQVIA —Cambridge
- English
- Master's degree
- Project management
Executive Assistant
Cambridge Consultants —Cambridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
12d
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Administrator - Land & Planning team
untypical —Bury St. Edmunds
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
4d
Global Process Lead AR, Cash Allocation & Credit Control - Project Atlas
Cambridge University Press & Assessment —Cambridge
- £48,100 - £64,375 a year
- Hybrid work
- Communication skills
- Annual leave
14d
Physicist - Consultant
Awerian —Cambridge
- Full-time
- Project management
- Machine learning
- No degree
- Life insurance
Quick apply
3d
Community Consultant in Palliative Medicine
Arthur Rank Hospice Charity —Cambridge
- £113,565 - £150,569 a year
- Part-time
- Hospice
- Leadership
Bank Business Administrator
Spire Healthcare —Cambridge
- £12.76 an hour
- Part-time
- Microsoft Excel
- Customer service
- Organisational skills
- Free parking
- Annual leave
Senior Jira & Confluence Consultant
in-tech group Ltd —Stevenage
- Full-time
- Analysis skills
- APIs
- In-person
Quick apply
1d
Senior Consultant/Associate - Agriculture and Environment
Bidwells —Cambridge
- Full-time
- Public speaking
- Mentoring
- Employee discount
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Management
- Bachelor's degree
- Leadership
- Employee assistance programme
Transport Officer/Senior Transport Officer
North Hertfordshire District Council —Letchworth
- £39,522 - £50,383 a year
- Call to connect
- Hybrid work
- Flexible schedule
14d
Regional People Business Partner - East
Streets Accountants —Cambridge
- Full-time
- Hybrid work
- Human resources
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Consultant, Business Tax Advisory
Deloitte —Cambridge
- Hybrid work
- Business development
- Project management
- Communication skills
Business Systems & ERP Integration Support
Mundipharma —Cambridge
- Full-time
- Oracle
- ERP systems
- Project management
7d
Manager, Global ServiceNow Alliance Performance and Operations Lead (24-months Secondment or Fixed Term Contract)
Deloitte —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Sales
Audit Manager
Abacus Business Consultants Limited —Cambridge
- £40,000 - £42,000 a year
- Full-time
- Analysis skills
- In-person
- Communication skills
Quick apply
7d
BNG Consultant
AECOM —Cambridge
- Full-time
- Hybrid work
7d
Graduate Agricultural Business Consultant
Brown&Co —St. Neots
- Full-time
- Microsoft Word
- Microsoft Excel
- Business
5d

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planning consultant jobs near cambridge, eng

Estate Planning Sales Consultant

Inheritance Legal Services
Cambridge

Quick apply

Job details

Permanent | Part-time | Full-time | Self-employed
From £50,000 a year
11 days ago

Qualifications

Sales
Customer service
English
Organisational skills
Estate planning
Communication skills
Time management

Full job description

Job Overview

We are seeking a dynamic and results-driven Estate Planning Sales Consultant to join our professional team on a self employed basis. In this role, you will be responsible for engaging with prospective clients, providing expert advice on estate planning services, and building lasting relationships to support their financial security. The ideal candidate will possess excellent communication skills, a strong understanding of sales processes, and a passion for helping clients achieve their estate planning goals. This position offers an opportunity to develop your sales career within a reputable organisation committed to client satisfaction and professional growth.

Our lead generators are based in house and fully trained, which means all appointments are booked on the basis of being 'warm', before consultant arrival.

Responsibilities

Conduct professional face to face appointments in clients homes or one of our branches around East Anglia.
Carry out an estate review with the client and offering advice based on their needs.
Offer products to suit their needs with a fixed fee structure.
Fill in all paperwork during and follow up paperwork after appointment in a clear and correct manor
Build and nurture long-term relationships with clients, providing ongoing support and advice.
Working with our office teams to ensure information is passed over correctly in a timely fashion

Skills

Proven ability in closing sales with diverse clients.
Strong driving skills with a valid licence for travelling between client locations.
Excellent customer service skills with the ability to communicate complex information clearly and confidently.
Proficiency in English, both written and spoken, with outstanding communication skills.
Effective time management skills to prioritise tasks and meet deadlines consistently.
Organisational skills that enable multitasking across multiple client accounts efficiently.

This role is ideal for motivated individuals eager to advance their careers in estate planning sales within a professional setting that values integrity, expertise, and client satisfaction.

This is a self employed, commission based role, OTE £60,000+ per year.

Pay: From £50,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

planning consultant jobs in cambridge, eng

Estate Planning Sales Consultant

Consultant – Global Advisory Services

Executive Assistant

Trust and Estate Planning Consultant

Administrator - Land & Planning team

Global Process Lead AR, Cash Allocation & Credit Control - Project Atlas

Physicist - Consultant

Community Consultant in Palliative Medicine

Bank Business Administrator

Senior Jira & Confluence Consultant

Senior Consultant/Associate - Agriculture and Environment

Technical Services Manager

Transport Officer/Senior Transport Officer

Regional People Business Partner - East

Consultant, Business Tax Advisory

Business Systems & ERP Integration Support

Manager, Global ServiceNow Alliance Performance and Operations Lead (24-months Secondment or Fixed Term Contract)

Audit Manager

BNG Consultant

Graduate Agricultural Business Consultant

I want to receive the latest job alerts for planning consultant in cambridge, eng

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