Estate Planning Advisor

Full Job Description

Job description

Overview:
An exceptional opportunity awaits you at Hexagon Life Planning Services Ltd, a modern and forward thinking company with traditional values, experiencing rapid growth in the Manchester and Greater Manchester area. As a Will Writing & Estate Planning Advisor, you will play a pivotal role in providing bespoke advice to our clients on matters such as Wills, Trusts & LPAs. Join a passionate team committed to delivering a first-class service and contribute to our innovative approach in the legal sector.

Key Responsibilities of Estate Planning Advisor:

• Conduct pre-qualified appointments predominantly with local home visits and via video conference if requested.
• Offer qualified and expert advice on Will Writing, Trusts & LPAs, managing each case from inception to a satisfactory conclusion.
• Ensure effective communication, empathetic client interactions, and maintain the highest standards of honesty and integrity.
• Utilise strong organisational and timekeeping skills to handle client instructions and administration competently.
• Embrace a hybrid work model, comfortably working from home and managing your own diary with client visits and meetings.
• Generate leads and enquiries through partner relationships with professionals and companies.
• Comfortably delivering information sessions in the local area to local groups and organisations.

Requirements of Estate Planning Advisor:

• Minimum 2 years of experience in a customer service or sales/advisory role.
• Minimum 2 years of experience in the Wills & Probate industry or Financial Services is mandatory.
• Full clean UK driving license and access to a personal vehicle are mandatory.

Schedule of Estate Planning Advisor:

• Full-time, Permanent
• 35 Hours per week- flexible working
• Flexibility required for occasional evening appointments.

Salary and Benefits for the Estate Planning Advisor:

• Competitive salary: Flexible depending on experience
• Uncapped Commission Structure
• Company laptop provided.
• Mileage reimbursement for client visits.
• Opportunities for professional development.

Application Process:
If you are a dedicated professional with a proven track record in Will Writing and Estate Planning, possess a full clean driving license, and are passionate about delivering an ethical and exceptional service, we invite you to be a key part of our team at Hexagon Life Planning Services Ltd. Please apply with your CV and a covering letter outlining your relevant experience and why you wish to work for Hexagon Life Planning Services Ltd.

Preferred Start Date:  Flexible

Location:  Manchester and Greater Manchester Area

Job Type: Full-time flexible hours , Permanent

Salary: Flexible dependent on experience

Job Type: Full-time

Pay: From £35,000.00 per year

Experience:

• Estate planning: 2 years (required)
• Direct sales: 2 years (required)

Licence/Certification:

• Driving Licence (required)

Ability to Commute:

• North West- various locations between Greater Manchester, Merseyside and Lancashire