Financial consultant Work, Jobs in Hinxton, Cam (with Salaries)

Estate Planning Sales Consultant
Inheritance Legal Services —Cambridge
- From £50,000 a year
- Part-time
- Sales
- Customer service
- English
Quick apply
11d
Business Development Consultant
Norse Group LTD —Cambridge
- £46,768 a year
- Full-time
- Management
- Salesforce
- Travel
- Annual leave
Operational Technology Consultant
PA Consulting —Melbourn
- Full-time
- Hybrid work
- Mentoring
- Annual leave
Quick apply
Finance Manager
Sagentia Defence —Cambridge
- Full-time
- Microsoft Excel
- Travel
- IT
Quick apply
Pharma Quality Specialist Consultant
PA Consulting —Melbourn
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Critical Care Transport Assistant
St John Ambulance —Cambridge
- £29,375 a year
- Overtime
- Driving
- Patient care
- Employee assistance programme
- Employee discount
10d
Graduate Agriculture & Farming Consultant
Bidwells —Cambridge
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Client Strategy Manager
Genie Ventures —Cambridge
- £37,855 - £41,010 a year
- Full-time
- Hybrid work
- Travel
- Business
- Annual leave
- Referral programme
2d
Consultant, Business Tax Advisory
Deloitte —Cambridge
- Hybrid work
- Business development
- Project management
- Communication skills
Administrator - Land & Planning team
untypical —Bury St. Edmunds
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
4d
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Health and Safety Consultant
AtkinsRéalis —Cambridge
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
Audit Manager
Abacus Business Consultants Limited —Cambridge
- £40,000 - £42,000 a year
- Full-time
- Analysis skills
- In-person
- Communication skills
Quick apply
7d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Cambridge
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Assistant Accountant
Sagentia Aviation —Cambridge
- Full-time
- IT
Quick apply
Shopping Ads Specialist (CSS)
Genie Ventures —Cambridge
- £48,670 - £52,727 a year
- Full-time
- Hybrid work
- Travel
- Business
- Annual leave
- Referral programme
7d
Digital Consultant
Mott MacDonald —Cambridge
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Agile
- Employee discount
Managing Consultant - E&U - Design Engineering and Science
PA Consulting —Melbourn
- Full-time
- Hybrid work
- Business development
- Annual leave
Quantity Surveyor
Dandara —Braintree
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
Senior Numerical Physics / Applied Mathematician
PA Consulting —Melbourn
- Full-time
- Business development
- Business
- Communication skills
- Annual leave

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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
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

financial consultant jobs in hinxton, cam

Estate Planning Sales Consultant

Business Development Consultant

Operational Technology Consultant

Finance Manager

Pharma Quality Specialist Consultant

Critical Care Transport Assistant

Graduate Agriculture & Farming Consultant

Client Strategy Manager

Consultant, Business Tax Advisory

Administrator - Land & Planning team

Trust and Estate Planning Consultant

Health and Safety Consultant

Audit Manager

JUNIOR SALES CONSULTANT

Assistant Accountant

Shopping Ads Specialist (CSS)

Digital Consultant

Managing Consultant - E&U - Design Engineering and Science

Quantity Surveyor

Senior Numerical Physics / Applied Mathematician

I want to receive the latest job alerts for financial consultant in hinxton, cam

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