Planning consultant Work, Jobs in Babraham, Cam (with Salaries)

Estate Planning Sales Consultant
Inheritance Legal Services —Cambridge
- From £50,000 a year
- Part-time
- Sales
- Customer service
- English
Quick apply
Executive Assistant
Cambridge Consultants —Cambridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
Consultant – Global Advisory Services
IQVIA —Cambridge
- English
- Master's degree
- Project management
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
10d
Senior Jira & Confluence Consultant
in-tech group Ltd —Stevenage
- Full-time
- Analysis skills
- APIs
- In-person
Quick apply
7d
Key Account Manager
CARMELCREST LTD —Bishop's Stortford
- From £40,000 a year
- Full-time
- Hybrid work
- Business development
- Driving
- Travel
Quick apply
Business Systems & ERP Integration Support
Mundipharma —Cambridge
- Full-time
- Oracle
- ERP systems
- Project management
13d
Head of Marketing and Communications - Maternity contract
Living Sport —Saint Ives
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Marketing
- Social media management
- Work from home
Quick apply
6d
Facilities Co-ordinator (3 days/15 hours per week)
APEM —Letchworth
- Microsoft Outlook
- Driving
- Organisational skills
- Annual leave
Transport Officer/Senior Transport Officer
North Hertfordshire District Council —Letchworth
- £39,522 - £50,383 a year
- Call to connect
- Hybrid work
- Flexible schedule
Design Manager
Guardtech Group Ltd —Haverhill
- Full-time
- Electrical experience
- Construction experience
- Communication skills
- Free parking
Quick apply
9d
Graduate Agricultural Business Consultant
Brown&Co —St. Neots
- Full-time
- Microsoft Word
- Microsoft Excel
- Business
11d
BNG Consultant
AECOM —Cambridge
- Full-time
- Hybrid work
14d
Architectural Technologist
Hill Group UK —Saffron Walden
- AutoCAD
- Communication skills
- Employee discount
Bank Business Administrator
Spire Healthcare —Cambridge
- £12.76 an hour
- Part-time
- Microsoft Excel
- Customer service
- Organisational skills
- Free parking
- Annual leave
Clinical Co-ordinator / PA
East of England Community Health and Care NHS Trust (Cambridgeshire) —Huntingdon
- £28,392 - £31,157 a year
- Full-time
- Management
- Administrative experience
- Organisational skills
Manager, Global ServiceNow Alliance Performance and Operations Lead (24-months Secondment or Fixed Term Contract)
Deloitte —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Sales
Administration Assistant - Fixed Contract Maternity Cover
Haydens Arboricultural Consultants Limited —Bury St. Edmunds
- £12.71 an hour
- Part-time
- Microsoft Access
- Microsoft Office
- Administrative experience
Quick apply
Consultant Opportunity - Strategic Communications Consultant
BirdLife International —Cambridge
- Remote
- Social media management
- Presentation skills
2d

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planning consultant jobs near babraham, cam

Estate Planning Sales Consultant

Inheritance Legal Services
Cambridge

Quick apply

Job details

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

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 babraham, cam

Estate Planning Sales Consultant

Executive Assistant

Consultant – Global Advisory Services

Trust and Estate Planning Consultant

Administrator - Land & Planning team

Senior Jira & Confluence Consultant

Key Account Manager

Business Systems & ERP Integration Support

Head of Marketing and Communications - Maternity contract

Facilities Co-ordinator (3 days/15 hours per week)

Transport Officer/Senior Transport Officer

Design Manager

Graduate Agricultural Business Consultant

BNG Consultant

Architectural Technologist

Bank Business Administrator

Clinical Co-ordinator / PA

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

Administration Assistant - Fixed Contract Maternity Cover

Consultant Opportunity - Strategic Communications Consultant

I want to receive the latest job alerts for planning consultant in babraham, cam

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