Estate Planner / Will Writer
JOB_53934044796309Job type
PermanentLocation
LancashireWorking Pattern
Flexible Working,Full-timeSpecialism
Ifa / Financial Adviser / Mortgage AdviserIndustry
Banking & Financial ServicesPay
£40,000-£60,000 + bonus + benefits
Estate Planner / Will Writer: c£40k - £60k + bonus + benefits: Lancashire
Your new company
Due to continued growth, an excellent opportunity has arisen within a highly reputable, well-established IFA business for an experienced Estate Planner / Will Writer to run their estate planning business and drive this area of business forward. This is a great role for someone with a "run my own business" approach to join a successful business which has a large established client bank to work with and professional introducers, offering significant opportunities to capitalise on. The company has a very supportive culture and will provide a high level of support. You will have a lot of flexibility and autonomy to shape and grow the business.
Your new role
Your role will involve providing a highly professional estate planning and Will Writing service to the firm's existing clients and building strong working relationships with the firm's professional connections. The company is also linked to an accountancy practice, providing a huge opportunity to offer estate planning to their clients through referrals and joint seminars. The firm is committed to investing in growing this area of business and will provide the resources to invest in a new website, marketing and business development.
What you'll need to succeed
Proven experience of providing clients with a high level of service as an estate planner / Will Writer, strong relationship building skills, and business development skills.
What you'll get in return
Employed role offering a highly competitive basic salary plus performance-related earnings and good benefits. Self-employed can be considered.
This is a great opportunity for someone with expertise in estate planning/Will Writing with the desire and passion to build and grow a business within a business; or someone who is currently running their own Will Writing business and interested in joining a very good company for an opportunity which offers excellent earnings potential, a high level of support and a lot of flexibility.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Due to continued growth, an excellent opportunity has arisen within a highly reputable, well-established IFA business for an experienced Estate Planner / Will Writer to run their estate planning business and drive this area of business forward. This is a great role for someone with a "run my own business" approach to join a successful business which has a large established client bank to work with and professional introducers, offering significant opportunities to capitalise on. The company has a very supportive culture and will provide a high level of support. You will have a lot of flexibility and autonomy to shape and grow the business.
Your new role
Your role will involve providing a highly professional estate planning and Will Writing service to the firm's existing clients and building strong working relationships with the firm's professional connections. The company is also linked to an accountancy practice, providing a huge opportunity to offer estate planning to their clients through referrals and joint seminars. The firm is committed to investing in growing this area of business and will provide the resources to invest in a new website, marketing and business development.
What you'll need to succeed
Proven experience of providing clients with a high level of service as an estate planner / Will Writer, strong relationship building skills, and business development skills.
What you'll get in return
Employed role offering a highly competitive basic salary plus performance-related earnings and good benefits. Self-employed can be considered.
This is a great opportunity for someone with expertise in estate planning/Will Writing with the desire and passion to build and grow a business within a business; or someone who is currently running their own Will Writing business and interested in joining a very good company for an opportunity which offers excellent earnings potential, a high level of support and a lot of flexibility.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Estate Planner / Will WriterJOB_539340447963092026-05-132026-08-11
Talk to Linda Leon, the specialist consultant managing this position
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JOB_53934044796309