Estate Planning Consultant / Probate Consultant - Bristol

Estate Planning Consultant / Probate Consultant - Bristol

£25k - OTE £33k

Our client is a well-established solicitor firm and a part of their service and on-going expansion into 2019, are seeking to recruit an Estate Planning Consultant.

The successful applicant will provide full estate planning advice on a face-to-face basis to booked appointment, existing clients, and referrals and leads generated via their affinity connections. The requirement to self-generated own business is not required but naturally welcome!

What you’ll do:

- visit clients in their home to discuss their estate and what probate work is needed, provide a fixed fee quotation and convert the lead into a sale

- be available and flexible to attend a minimum of 10 meetings per week

- deliver excellent customer services showing empathy to customers at a difficult time

- identify referral opportunities to other areas of the business

Candidate

Ideally the company would like applicants with Estate Planning experience, however those individuals with-Will writing, Estate Planning, financial advice, Mortgage & Protection advise experience in a face to face environment are also sought.

Please contact Rachel Phillips for a confidential discussion or apply for the role directly below: