Estate Planning Consultant - Plymouth, United Kingdom - Silvertime Legal

Silvertime Legal

Verified Company

Plymouth, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Self - Employed Role Estate Planning Consultant

Areas:
Bournemouth, Dorset** (60 mile radius travel)

We are looking for
experienced individuals with a strong client focus to join our team as Estate Planning Consultants.

You will be working on a self-employed basis so you must be self
- motivated and disciplined. To be driven by a natural passion to seek the best advice for our clients.

Our unique software allows all the information to be linked directly to our lead system, and appointments are pre-arranged for the consultants by our team.

So, all that's required is to attend the appointment and keep your diary up to date.

As a consultant you are a representative for Silvertime Legal and a vital part of our business.

This self-employed role has the following duties and responsibilities:

Visiting new and existing clients in their home, or attending appointments via video conferencing platform, advising them on estate planning solutions.
Flexibility to fulfil appointments as required.
Continuous training and development to ensure advice is always relevant.
Build and maintain a strong relationship with clients.

Essential skills and experience we are looking for:

IT literate (Dropbox, Calendar etc. Although full induction day and training will be provided.)
Detail oriented, be a good listener.
Passionate about the legal industry.
Driver's licence and access to your own vehicle.

-
Experience within the estate planning field of 2 years.

We have a well-trained, friendly team, who love to work hard, achieve goals and have a good time doing so.

Schedule: