Estate Planning Consultant
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Job Description
Estate Planning Consultant assisting clients with the creation of wills to help with legacy planning at Octopus Legacy. Providing comprehensive guidance and support during home visits.
Responsibilities:
- Conduct in-depth consultations during home visits to understand clients' unique needs, assets, and preferences for estate planning
- Guide clients through the legal aspects of will creation, addressing questions and concerns with clarity and expertise
- Collaborate with legal teams and resources to stay informed about current estate planning laws and regulations
- Maintain a meticulous record-keeping system to track client information, preferences, and any legal documentation
- Support with online Wills and other services within the company when required
- Provide exceptional customer service by offering ongoing support and addressing any post-visit inquiries or adjustments
- Stay abreast of industry trends and best practices in estate planning to enhance service delivery
Requirements:
- Comfortable being fully remote on appointments (opportunity to be in office outside of appointments)
- Must have a full UK driving license and be willing to drive around London
- STEP qualified (preferred)
- Knowledge of how to write Wills and understanding the legalities
- Knowledge of how LPAs work
- In-depth understanding of Octopus Legacy’s services and ability to upsell
- Proficient in identifying indicators of concerns related to clients' testamentary capacity
- High levels of empathy, discretion and care
- Excellent verbal and written communication skills
- Active listening skills and the ability to understand the customer’s needs
- Proactive in initiating tasks independently and effectively following instructions
- Flexible schedule to accommodate home visits based on clients' availability
Benefits:
- Octopus share incentive scheme.
- Flexible holiday + extra day off for your Birthday.
- Vitality Health & Life Insurance.
- Pension scheme.
- Enhanced parental leave.
- Free Will & LPAs + discounts on other Octopus services.
- Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
- Octopus Giving: we match any charitable fundraising that you do up to £500.
- Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
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