Planning consultant Work, Jobs in Debden, Ess (with Salaries)

Estate Planning Sales Consultant
Inheritance Legal Services —Cambridge
- From £50,000 a year
- Part-time
- Sales
- Customer service
- English
Quick apply
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Management
- Bachelor's degree
- Leadership
- Employee assistance programme
Key Account Manager
CARMELCREST LTD —Bishop's Stortford
- From £40,000 a year
- Full-time
- Hybrid work
- Business development
- Driving
- Travel
Quick apply
Consultant – Global Advisory Services
IQVIA —Cambridge
- English
- Master's degree
- Project management
Senior Jira & Confluence Consultant
in-tech group Ltd —Stevenage
- Full-time
- Analysis skills
- APIs
- In-person
Quick apply
6d
Executive Assistant
Cambridge Consultants —Cambridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
Transport Officer/Senior Transport Officer
North Hertfordshire District Council —Letchworth
- £39,522 - £50,383 a year
- Call to connect
- Hybrid work
- Flexible schedule
Finance Consultant
Juniper Education —Chelmsford
- £26,428.85 - £30,833.65 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Continuous improvement
- Annual leave
12d
Family Therapist (CAMHS) Part Time
Priory —Chelmsford
- £32,000 - £42,400 a year
- Part-time
- Childcare
- Working with children
- Care plans
- Free parking
- Annual leave
Quick apply
Executive Team and Project Support
Generator Group Ltd —Chelmsford
- £24,000 - £26,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Sales Executive (New Business)
The Obsessed Group —Chelmsford
- £28,000 - £50,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Communication skills
- Annual leave
Quick apply
8d
Physicist - Consultant
Awerian —Cambridge
- Full-time
- Project management
- Machine learning
- No degree
- Life insurance
Quick apply
8d
Consultant Opportunity - Strategic Communications Consultant
BirdLife International —Cambridge
- Remote
- Social media management
- Presentation skills
2d
Recruitment Consultant
TGS —Harlow
- £24,420.00 - £55,219.68 a year
- Full-time
- Sales
- Business development
- Travel
- Free parking
Quick apply
16h
Design Manager
Guardtech Group Ltd —Haverhill
- Full-time
- Electrical experience
- Construction experience
- Communication skills
- Free parking
Quick apply
8d
Architectural Technologist
Hill Group UK —Saffron Walden
- AutoCAD
- Communication skills
- Employee discount
Senior Consultant/Associate - Agriculture and Environment
Bidwells —Cambridge
- Full-time
- Public speaking
- Mentoring
- Employee discount
Planner
McCann —Brentwood
- Full-time
- Hybrid work
- Civil engineering
- Human resources
- Contracts
- Annual leave
- Employee assistance programme
Audit Manager
Abacus Business Consultants Limited —Cambridge
- £40,000 - £42,000 a year
- Full-time
- Analysis skills
- In-person
- Communication skills
Quick apply
13d

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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 debden, ess

Estate Planning Sales Consultant

Trust and Estate Planning Consultant

Technical Services Manager

Key Account Manager

Consultant – Global Advisory Services

Senior Jira & Confluence Consultant

Executive Assistant

Transport Officer/Senior Transport Officer

Finance Consultant

Family Therapist (CAMHS) Part Time

Executive Team and Project Support

Sales Executive (New Business)

Physicist - Consultant

Consultant Opportunity - Strategic Communications Consultant

Recruitment Consultant

Design Manager

Architectural Technologist

Senior Consultant/Associate - Agriculture and Environment

Planner

Audit Manager

I want to receive the latest job alerts for planning consultant in debden, ess

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