Jobs

    Estate Planning Advisor - Manchester, United Kingdom - Hexagon Life Planning Services Ltd

    Hexagon Life Planning Services Ltd
    Hexagon Life Planning Services Ltd Manchester, United Kingdom

    3 weeks ago

    Default job background
    Permanent, Full time Legal
    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


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