Self - Employed Role Estate Planning Consultant
Areas: Bristol
We are looking for experienced individuals with a strong client focus to join our team as Estate Planning Consultants.
You will be working on a self-employed basis so you must be self- motivated and disciplined. To be driven by a natural passion to seek the best advice for our clients.
Our unique software allows all the information to be linked directly to our lead system, and appointments are pre-arranged for the consultants by our team. So, all that’s required is to attend the appointment and keep your diary up to date.
As a consultant you are a representative for Silvertime Legal and a vital part of our business.
This self-employed role has the following duties and responsibilities:
- Visiting new and existing clients in their home, or attending appointments via video conferencing platform, advising them on estate planning solutions.
- Flexibility to fulfil appointments as required.
- Continuous training and development to ensure advice is always relevant.
- Build and maintain a strong relationship with clients.
Essential skills and experience we are looking for:
- IT literate (Dropbox, Calendar etc. Although full induction day and training will be provided.)
- Detail oriented, be a good listener.
- Passionate about the legal industry.
- Driver’s licence and access to your own vehicle.
- Experience within the estate planning field of 2 years.
We have a well-trained, friendly team, who love to work hard, achieve goals and have a good time doing so.
Job Types: Full-time, Part-time
Pay: £24,420.00-£100,000.00 per year
Application question(s):
- Are you comfortable traveling a 64 mile radius to appointments?
- lease provide an example of your experience in Estate Planning.
Experience:
- Estate planning: 2 years (required)
Language:
- Fluent English (required)
Licence/Certification:
- UK Drivers License (required)
Work authorisation:
- United Kingdom (required)
Willingness to travel:
Work Location: On the road
