Wills & Estate Planning Consultant
Offices nationwide
Insured for £3,000,000
Fully regulated legal team
Rated 4.9/5 on Trustpilot
City & Guilds assured
Job Description
Date Posted: 17th March 2026
Job Type: Full time (Self-employed)
OTE: Dependent on experience
Benefits: Company events
Experience required: 2+ Years
Wills & Estate Planning Consultant
This is a home-based role that would suit an existing estate planner or somebody with good sales experience that with the right legal training could adapt their skills to our products and services.
Legal Training provided within the role to City & Guilds Assured accreditation for Estate Planning Practitioners. If this is required training it will be discussed with candidates that progress to interview.
Who we are: We are an Estate Planning specialist and are proud to be one of the largest in England. We provide advice to our clients on such matters as Wills, Trusts and Powers of Attorney.
To ensure our clients have the best advice at their fingertips, we also consult with Barristers and QC’s.
We have 5 offices in England and this role is supported from our head office in Lincoln.
We have a proven track record of providing excellent advice and services to our Clients, and the successful applicant will join our established team of Legal Consultants.
We are accredited by the Institute of Paralegals and are registered with City & Guilds to deliver assured training for Estate Planning Practitioners.
All your appointments are qualified, and we aim to provide you with 2-4 appointments daily. Of course, you will need a car, to dress professionally and to positively engage with our training and continued support.
The Role:
- Conducting qualified appointments face to face with clients
- Identifying needs and wishes with clients for Wills
- Where appropriate, presenting solutions for estate planning
- Self-driven and motivated
- Competitive and determined to succeed
- Organised
- Professional
- Strong interpersonal skills
- Experience in selling Wills, Trusts and Powers of Attorney is ideal but not essential
This is a full time self-employed position. OTE dependent on experience.
To apply please supply an up to date CV and a covering letter explaining how you would be successful in this role.
Please note that due to high numbers of applications, we will only reply to those supplying a good cover letter and have the necessary experience.