You need private client experience, a legal background or Society of Will Writers membership, legal software skills, strong communication, a driving license, attention to detail, and client relationship skills.

You will meet clients in person or online to advise on estate planning, manage records, handle cases, and prioritize your caseload to meet targets effectively.

Legal

Real Estate & Property

United Kingdom

Manchester

GCB Recruitment is a specialized recruitment agency focusing on the property, engineering, and construction sectors. Their mission is to connect skilled professionals with leading companies, ensuring a perfect fit for both candidates and employers. With a commitment to delivering personalized service, GCB Recruitment aims to simplify the hiring process, fostering successful, long-term placements. Their purpose is to support industry growth by providing expert recruitment solutions while building strong relationships within the sectors they serve.

Human Resources

GCB Recruitment

We are Property and Financial Recruitment Specialists, across the UK and Internationally - #WeGetPeople

Consulting

Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis. The position offers flexibility in terms of location and working hours. Our clients have a large client bank of leads, offering generous commission splits Salary Package On Offer For The Estate Planner * Commission-only role with OTE of £50,000 - £70,000 * Flexible working hours and location * Training and ongoing support Working Hours * Flexible working hours Requirements For The Role Of Estate Planner * Private Client experience * Legal background or member of the Society of Will Writers * Ability to use legal software * Strong communication skills; both written and verbal * Driving Licence, with access to your own vehicle * Have a keen eye for detail * Able to cultivate strong client relationships and demonstrate a deep understanding of their needs Responsibilities For The Role Of Estate Planner * Attending new and existing clients in their homes, or via video conferencing * Advising clients on estate planning solutions * Accurately maintain client records and correspondence * Manage an incoming caseload and work with those parties involved towards the successful completion of a case * Prioritise and manage your own caseload to deliver against targets

Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis. The position offers flexibility in terms of location and working hours. Our clients have a large client bank of leads, offering generous commission splitsSalary Package On Offer For The Estate Planner * Commission-only role with OTE of £50,000 - £70,000 * Flexible working hours and location * Training and ongoing support      Working Hours * Flexible working hours      Requirements For The Role Of Estate Planner * Private Client experience * Legal background or member of the Society of Will Writers * Ability to use legal software * Strong communication skills; both written and verbal * Driving Licence, with access to your own vehicle * Have a keen eye for detail * Able to cultivate strong client relationships and demonstrate a deep understanding of their needs      Responsibilities For The Role Of Estate Planner * Attending new and existing clients in their homes, or via video conferencing * Advising clients on estate planning solutions * Accurately maintain client records and correspondence * Manage an incoming caseload and work with those parties involved towards the successful completion of a case * Prioritise and manage your own caseload to deliver against targets

Estate Planner - GCB Recruitment

Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis. The position offers flexibility in terms of location and working hours. Our clients have a large client bank of leads, offering generous commission splits&lt;br&gt;&lt;br&gt;&lt;strong&gt;Salary Package On Offer For The Estate Planner&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Commission-only role with OTE of £50,000 - £70,000&lt;/li&gt;&lt;li&gt;Flexible working hours and location&lt;/li&gt;&lt;li&gt;Training and ongoing support&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Working Hours&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Flexible working hours&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Requirements For The Role Of Estate Planner&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Private Client experience&lt;/li&gt;&lt;li&gt;Legal background or member of the Society of Will Writers&lt;/li&gt;&lt;li&gt;Ability to use legal software&lt;/li&gt;&lt;li&gt;Strong communication skills; both written and verbal &lt;/li&gt;&lt;li&gt;Driving Licence, with access to your own vehicle&lt;/li&gt;&lt;li&gt;Have a keen eye for detail &lt;/li&gt;&lt;li&gt;Able to cultivate strong client relationships and demonstrate a deep understanding of their needs &lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Responsibilities For The Role Of Estate Planner&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Attending new and existing clients in their homes, or via video conferencing&lt;/li&gt;&lt;li&gt;Advising clients on estate planning solutions&lt;/li&gt;&lt;li&gt;Accurately maintain client records and correspondence&lt;/li&gt;&lt;li&gt;Manage an incoming caseload and work with those parties involved towards the successful completion of a case&lt;/li&gt;&lt;li&gt;Prioritise and manage your own caseload to deliver against targets&lt;/li&gt;&lt;/ul&gt;

Estate Planner

Requirements

Responsibilities

FAQs

Is this position commission-based?

What kind of experience do I need to apply for this role?

Are there flexible working hours?

Will I receive training and support?

Is there a requirement for a driving license?

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What skills are essential for this position?

What are my responsibilities in this role?

Is there a specific software I need to be familiar with?

How do I manage and prioritize my caseload?

GCB Recruitment

Mission & Purpose