Job Description

What we do

Our consultants provide individuals, businesses and families with a full Estate and Legacy Planning service. Recognized for their problem-solving focus, they give advice on all the areas of Estate Planning Law: Wills, Power of Attorney, Bloodline Planning, Long Term Care Planning, Inheritance Tax Planning and Business Succession.

The role

As an Estate Planning Consultant in Central Scotland you will meet with our clients face to face or virtually to advise on strategies that will best meet their Estate and Legacy Planning requirements, including but not limited to Wills, Power of Attorneys, and Trusts. You will maintain excellent relationships with our clients and partners, with an emphasis on Compliance. Appointments will be provided but you will also be given full support to develop your own localised business and generate your own activity. You'll be in control of your diary with the flexibility to manage your own schedule.

What we offer

Comprehensive Sales and Marketing training

Comprehensive Estate Planning qualifications and certification

Institute of Professional Will Writers Membership

Ongoing Legal and Compliance support

Compliant Marketing materials and Front/Backoffice systems

Ongoing professional development via regular products and sales training

Competitive sales commission structure with uncapped earnings.

Commissions paid during training period

Set qualified appointments (not just leads)

Work from home, Full-time or Part-time hours

Career Advancement Opportunities including management positions

60,000-100,000+ earnings per year from commissionable sales; may also include Introduction commissions

Candidate must possess:

Strong problem-solving skills and customer focus

Strong verbal/written communication and interpersonal skills

Self-motivation and the ability to manage their own workload

Excellent time management and organisational skills

Confidence, Integrity and professionalism

Ability to learn new systems/technologies

2 years sales experience or working in a sales/target driven position

Full UK driving licence and own transport

Desirable but not essential, as extensive training will be provided:

Experience in Will writing, Estate Planning, Financial Advisory, Banking or a similar related field

Qualifications in related fields including Law, Business, Economics or Finance

Next Steps

After their induction course, the successful candidate will attend their qualification training with our regulatory body. Upon completion, they will shadow an experienced Consultant conducting appointments to acquire field experience and full understanding of our products and services, while earning commissions on the sales. When signed off, the EPC will work appointments in their area, offering face to face or virtual consultations and advice to our clients.

This is a high-profile position, with genuine earning potential from 60,000 to over 100,000 per year from commissionable sales. Organising their succession is one of the most important decisions our clients will ever make. By advising them, our Estate Planning Consultants really make a difference in their lives.

If you're client-focused, sales driven and ready to make a difference in people's lives, we'd love to hear from you!

Apply now in confidence with your CV, by email to info@aria-legal.co.uk or call Angela on 07727647086 for an initial chat.

Job Types: Full-time, Part-time, Permanent

Pay: 60,000.00-100,000.00 per year

Additional pay:

Commission pay
Benefits:

Company events Work from home
Work Location: On the road