Accord Legal Services

Barnstaple Estate Planning Consultant (BB-7DEBA)

Found in: Talent UK

We are looking for self-motivated, determined and enthusiastic individuals to become Estate Planning Consultants. You will be responsible for aiding clients with their estate planning needs, discussing the value of making a Will, the options that suit their circumstances and taking their instructions. We are now accepting applications for virtual training sessions throughout 2021, with a view to welcoming a team of new consultants to work with us on a range of exciting opportunities this year and beyond.The recent COVID-19 pandemic has proved that nobody knows what is around the corner- the fact that 2020 was our busiest and most successful year so far also proves there is a very real and undoubtable demand for the work we do. There has truly never been a better time to start working in the estate planning industry, and Accord Legal Services have made it easier than ever to take that first step.This is a commission only position. You will be responsible for advising clients on their Will and related estate planning services, and selling services clients are interested in. These may include Wills, Lasting Powers of Attorney, Trusts, Probate and/or funeral plans. It is possible to achieve a wage equivalent to (and in most cases significantly more than) the National Minimum Wage and/or the National Living Wage depending on the amount of clients you see and the way you market your business.You will receive training in the form of a comprehensive virtual package provided by Accord, which can be completed in multiple easy-to-digest sessions. Once you have completed your training, you will be invited to attend a Teams meeting with our Managing Director and other trainee consultants, with the opportunity to ask any questions you may have about the training content and working as a consultant. You then have the freedom to start work whenever you like, with uncapped earning potential.We have connections with various partner companies who provide us with leads, including an ever-expanding list of partnered NHS Foundation Trusts, police federations, fire services and many other employers of key workers. Our most successful consultants also market their businesses themselves, filling their diary with warm leads from various sources. You will earn 60% commission on the business you submit to us, paid weekly.Our experienced booking team will work with you to organise your diary, working to the schedule you choose. They will arrange appointments on your behalf, which can be completed over the phone in the comfort of your own home. Our client instruction forms can be completed digitally and emailed to our admin team at Head Office, allowing you to focus on recommending services to clients. Prior legal experience is not necessary; in fact, many of our consultants have backgrounds in sales, marketing, retail, hospitality and more. We also offer Continuing Personal Development (CPD) training sessions throughout the year to supplement your knowledge and keep you up to speed with our ever-changing industry.If you are looking for a career that you can fit around your lifestyle, working the hours you choose to targets you set for yourself, all the while genuinely making a difference in the lives of your clients, our Estate Planning Consultant position could be the ideal career for you.To apply, please send your CV to

calendar_today5 days ago


info Permanent

location_on Barnstaple, United Kingdom

work Accord Legal Services

I expressly authorise the Terms and Conditions

Similar jobs