Estate Planning Consultant

    Employer The Planning Crowd Limited

    Location Lincoln

    Industry Legal

    Contract Full Time

    Job Type Permanent

    Salary £18,000-£22,000 basic plus commission

    Deadline 29/11/2019

    Description

    Office Based Estate Planning Consultant. Trainee and Experienced positions available.

    Our Will & Estate Planning Consultants are required to take instructions from our clients with regards to their Will in our Lincoln office, either by phone or face to face, and advise them on their estate planning to ensure their loved ones are fully protected at the time of need. We are a law firm that offers our clients a comprehensive Will writing service, alongside other associated services such as Lasting Power of Attorney, Trusts and Aftercare.

    You will be expected to:

    • Instruct and advise clients
    • Identify potential threats to the clients estates
    • Deliver excellent customer service
    • Ensure you have carried out all of the clients final wishes

    All of our consultants are trained to a very high standard.

    • You will receive 2 weeks intense training, mentoring and guidance plus ongoing support
    • We have strong compliance, legal and technical teams who will provide you with comprehensive administrative support
    • As members of the Institute of paralegals, you will adhere to their code of practice.

    About you:

    No previous experience necessary. Available to all who are looking for a career, or a change in career and want to try something new, however, you must be self-motivated and enjoy working as part of an enthusiastic team.

    You will also have:

    • Great ‘people’ and communication skills
    • Determination to develop and build our business
    • A strong desire to provide customer solutions to help clients protect their loved ones
    • Strong administration skills
    • Ability to work under pressure

    Salary range: £18,000-£22,000 basic plus commission

    Genuine OTE £40,000

    Free parking plus a comprehensive staff benefits scheme