Will Writing and Estate Planning Consultant – Part-Time
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1. Get in touch
Call us on 020 8568 9602 to arrange a telephone, video or home appointment from one of our expert consultants. Or enter your details here and we’ll call you back.
2. Appointment
At your appointment, our expert consultant will listen, identify your needs and give information on the right Will for you. Our service is free, and a fee requested only if you decide to proceed with legal documents.
3. Your Will
Your draft Will is written by Will Power according to your wishes and sent to you for approval. Once you have approved the draft, the final version is posted to you for signature and witnessing.
Will Writing and Estate Planning Consultant – Part-Time
We’re looking to recruit a part-time Will Writing & Estate Planning Consultant able to conduct both Zoom appointments and home visits. We are based in Isleworth in West London and many of our clients are based in West & South West London, Surrey, and the Thames Valley so we are seeking a Consultant who can easily travel to clients’ homes to conduct a consultation when necessary.
You will be experienced in Estate Planning and a capable salesperson of Wills, LPA’s and Trusts, preferably with knowledge of inheritance tax issues and the care regulations, with the ability to develop a conversation to reveal the full range of needs to a client.
Sales and will writing/estate planning experience are essential.
Many of our clients now prefer video-call appointments and you should be familiar with conducting meetings over Zoom, WhatsApp and Facetime. In addition, clients may now want face-to-face meetings in their own homes to discuss their will/estate planning needs, while strictly adhering to social distancing guidelines.
Will Power is run on a friendly basis and appointments are made by the telesales staff. You will need your own car and be prepared to work some evening hours on a regular basis.
You can expect a commission on sales made, depending on the source.
We are members of the IPW and have nearly 30 years of experience providing these services.
To find out more please send a covering letter and CV to Liz Killip, Managing Director at [email protected].
