Experienced Estate Planning Consultant
Location: Hybrid working / Local face-to-face appointments
Hours: Full-time or part-time considered
Job Type: Permanent
About the Role
We are looking for an experienced Estate Planning Consultant to join our growing team. This is a client-facing role where you will guide people through some of the most important decisions of their lives, helping them protect what matters most to them and their families.
You will manage your own estate planning leads from start to finish — and the good news is, all leads are provided for you. On top of that, you will be allocated some of our existing clients to work with from day one. That means qualifying enquiries, converting them into meaningful appointments, and helping clients understand the solutions that best suit their needs. If you enjoy building genuine relationships and take pride in giving clear, trustworthy advice, we would love to hear from you.
What You'll Be Doing
- Managing your own estate planning leads and qualifying them effectively
- Converting qualified leads into confirmed estate planning appointments
- Speaking with clients to understand their needs, circumstances and goals
- Identifying a full estate planning solution tailored to each client
- Providing clear, professional legal advice
- Onboarding new clients and taking full instructions
- Conducting client meetings, whether remotely or face to face
Please note: this role does not involve any drafting. Your focus is on advising clients, taking instructions and delivering an outstanding client experience.
What We're Looking For
- Proven experience in estate planning is essential — this is a must-have
- Strong communication skills and a warm, professional manner
- The ability to listen carefully and identify the right solution for each client
- Confidence managing your own pipeline of leads and appointments
- A genuine commitment to putting clients first
Working Arrangements
We believe in flexibility and finding an arrangement that works for you:
- Hybrid working is welcomed
- Full-time and part-time applications are both considered
- Happy to conduct local face-to-face appointments? That works well for us too
Why Join Us
You'll be part of a supportive, values-led team that genuinely cares about its clients and its people. We offer the freedom to manage your own work while backing you with a steady flow of leads, so you can focus on what you do best: advising clients and helping families plan for the future with confidence.
Here's what we offer:
- £25,000 basic salary with an OTE of £40,000
- Monthly bonus scheme to reward your hard work
- Holiday entitlement included
- All leads provided, plus an existing client base to work with from day one
If you have the experience and the passion to make a real difference, we'd love to welcome you to our team.
Apply today with your CV and a short note telling us about your estate planning experience.
Pay: £25,420.00-£40,000.00 per year
Work Location: Hybrid remote in Manchester M20
