Role: Estate Planning Consultant: Trust and Estate STEP Qualified Fee Earner
Location: Sheffield, Crystall Peaks
Salary: £30,000 to £45,000
Join an esteemed and growing Estate Planning Consultancy recognized for its stellar track record and unmatched reputation. At [Company Name], we prioritize our client’s future, ensuring seamless estate transitions and tailoring solutions to individual needs.
This position is more than just a job—it’s an opportunity. Offering an attractive OTE of £50k (with uncapped earning potential), we’re on the hunt for a meticulous professional who exudes expertise in estate planning and will-writing services.
Estate Planning Expertise: Simplify and convey intricate legal concepts surrounding wills, trusts, LPAs, and broader estate planning areas for our clientele.
Strict Adherence: Follow Fielding Triggs’ established compliance and sales protocols, ensuring client needs and company standards intersect.
Proactive Marketing: Showcase and upsell the company’s array of products and services, ensuring clients recognize the value and utility of each offering.
Continuous Professional Development: Embrace our culture of perpetual learning, meeting and exceeding CPD targets.
Networking: Forge and nurture professional bonds with Introducers, creating channels for business expansion.
Referral Management: Actively seek, procure, and manage referrals both from existing clientele and through personal networking initiatives.
Ideal Candidate Attributes:
Demonstrable Experience: Proven expertise in estate planning, wills, trusts, and LPAs.
Client Interaction: Prior hands-on experience with face-to-face client engagements.
Exceptional Communication: Articulate complex concepts clearly through both written and verbal mediums.
STEP Qualification: Certification reflecting advanced proficiency in estate planning.
Self-Starter Attitude: Proven ability to spearhead initiatives and generate referrals autonomously.
Professionalism: Impeccable client care skills, presentation, and dedication to service excellence.
Mobility: Possession of a full UK driving licence and reliable transport.
Benefits & Perks:
Quality Clientele: Work with high-quality appointments and opportunities.
Flexibility: Manage your calendar, blending professional commitments with personal lifestyle needs.
Supportive Environment: Experience a collaborative work culture, equipped with extensive support to ensure your success.
Position your career on the fast track to growth and unparalleled professional satisfaction. If you resonate with the above, click apply today with your cv or call Rob Addy for more details.