Open role
Estate Planning Consultant
- Aggregated by CV-Library
- OX1, Oxford, Oxfordshire
- Permanent
- Full Time
Job Description
Estate Planning Consultant
Just Wills & Legal Services
Self-Employed - Uncapped Earning Potential
Flexible hours
South West and Oxfordshire locations plus Nationwide opportunities also available
Full Training & Ongoing Support
What if your next career gave you the freedom to work for yourself, the backing of an established national business and the opportunity to build a genuinely rewarding income?
About Us
At Just Wills & Legal Services, we have built our reputation on helping people plan for the future with confidence. As one of the UK's leading estate planning providers, we specialise in Wills, Trusts, Lasting Powers of Attorney and Probate, offering a professional home visit service tailored to each client's individual needs.
Our consultants are supported every step of the way by an experienced legal team, comprehensive training and ongoing development, allowing them to focus on what they do best - building trusted relationships and delivering an exceptional service.
Role overview
As an Estate Planning Consultant, you'll visit clients in their homes, taking the time to understand their circumstances before discussing the estate planning solutions available to them.
This is a consultative role, not a hard sales role. You'll build trust with your clients, explain products in a straightforward and professional way, and help them make informed decisions about protecting their future.
You will introduce services including:
* Wills
* Trusts
* Lasting Powers of Attorney
* Probate
* Estate Planning
You won't prepare the legal documents yourself. Our specialist legal team handles all drafting, compliance and legal work, leaving you free to focus on your clients.
The ideal candidate
You could come from sales, customer service, financial services, estate agency, retail, hospitality or another customer-facing background.
We need someone who is:
* A confident communicator
* Friendly and approachable
* Able to build trust quickly
* Self-motivated and organised
* Honest, professional and ethical
* Comfortable working independently
* A holder of a full UK driving licence with access to your own vehicle
The Opportunity
At Just Wills & Legal Services, we are looking for people who enjoy meeting others, building relationships and making a real difference. Every day you'll help individuals and families protect what matters most by guiding them through important estate planning decisions.
You don't need experience in wills or legal services. If you are confident talking to people, enjoy face-to-face meetings and have the drive to succeed, we'll provide everything else.
Joining Just Wills & Legal Services means you're in business for yourself, but never by yourself.
We provide:
* Uncapped earning potential
* The opportunity for high performers to achieve a six-figure income
* Professional training from day one
* Accreditation through The Society of Will Writers
* Ongoing coaching and mentoring
* Full legal and professional indemnity support
* Marketing materials and business development support
* An experienced head office team to support you
* The opportunity to build a sustainable business with long-term residual income
* Flexible working that fits around your lifestyle
Estate planning isn't just paperwork. It's about helping people protect their families, their assets and their wishes for the future.
If you are looking for a rewarding opportunity where your success is recognised, please apply now with your updated CV.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful
Just Wills & Legal Services
Self-Employed - Uncapped Earning Potential
Flexible hours
South West and Oxfordshire locations plus Nationwide opportunities also available
Full Training & Ongoing Support
What if your next career gave you the freedom to work for yourself, the backing of an established national business and the opportunity to build a genuinely rewarding income?
About Us
At Just Wills & Legal Services, we have built our reputation on helping people plan for the future with confidence. As one of the UK's leading estate planning providers, we specialise in Wills, Trusts, Lasting Powers of Attorney and Probate, offering a professional home visit service tailored to each client's individual needs.
Our consultants are supported every step of the way by an experienced legal team, comprehensive training and ongoing development, allowing them to focus on what they do best - building trusted relationships and delivering an exceptional service.
Role overview
As an Estate Planning Consultant, you'll visit clients in their homes, taking the time to understand their circumstances before discussing the estate planning solutions available to them.
This is a consultative role, not a hard sales role. You'll build trust with your clients, explain products in a straightforward and professional way, and help them make informed decisions about protecting their future.
You will introduce services including:
* Wills
* Trusts
* Lasting Powers of Attorney
* Probate
* Estate Planning
You won't prepare the legal documents yourself. Our specialist legal team handles all drafting, compliance and legal work, leaving you free to focus on your clients.
The ideal candidate
You could come from sales, customer service, financial services, estate agency, retail, hospitality or another customer-facing background.
We need someone who is:
* A confident communicator
* Friendly and approachable
* Able to build trust quickly
* Self-motivated and organised
* Honest, professional and ethical
* Comfortable working independently
* A holder of a full UK driving licence with access to your own vehicle
The Opportunity
At Just Wills & Legal Services, we are looking for people who enjoy meeting others, building relationships and making a real difference. Every day you'll help individuals and families protect what matters most by guiding them through important estate planning decisions.
You don't need experience in wills or legal services. If you are confident talking to people, enjoy face-to-face meetings and have the drive to succeed, we'll provide everything else.
Joining Just Wills & Legal Services means you're in business for yourself, but never by yourself.
We provide:
* Uncapped earning potential
* The opportunity for high performers to achieve a six-figure income
* Professional training from day one
* Accreditation through The Society of Will Writers
* Ongoing coaching and mentoring
* Full legal and professional indemnity support
* Marketing materials and business development support
* An experienced head office team to support you
* The opportunity to build a sustainable business with long-term residual income
* Flexible working that fits around your lifestyle
Estate planning isn't just paperwork. It's about helping people protect their families, their assets and their wishes for the future.
If you are looking for a rewarding opportunity where your success is recognised, please apply now with your updated CV.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful