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

Hexagon Life Planning Services Ltd

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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:

Conduct prequalified 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:

Minimum 2 years of experience in a customer service or sales/advisory role.
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:

Fulltime, Permanent
40 Hours per week

- flexible working

Flexibility required for occasional evening appointments.

Salary and Benefits:

Competitive salary: £24,000
Uncapped Commission Structure
Company laptop provided.
Mileage reimbursement for client visits.
Opportunities for professional development.

Application Process:

Preferred Start Date:
Flexible

Location:
Manchester and Greater Manchester Area

Job Type:
Full-time, Permanent

Salary:
£24,000.00 per year
plus commission/bonus

Salary:
£24,000.00 per year

Supplemental pay types: