Will & Estate Planner

Will & Estate Planner – £50,000–£100,000 OTE | Self-Employed

Make a difference. Secure futures. Earn extremely well.

We’re looking for a passionate, entrepreneurial Will & Estate Planner to guide clients through the Will instruction process and associated services like Lasting Powers of Attorney and Trusts. This is a self-employed role for a consultative sales professional who is looking for a long-term opportunity.

What’s in it for you

• Exceptional earnings with an uncapped commission leading to £50,000–£100,000 OTE
• Complete flexibility to manage your own schedule and work on your terms
• First Class personalised training on consultative sales, marketing, and products
• A comprehensive support package including a tablet and sales kit (one-off £1195 investment)
• A positive and supportive team that values excellence and initiative
• The satisfaction of making a real difference by helping people protect and secure their loved ones’ futures

What you’ll do

• Conduct face-to-face, telephone/Zoom Will consultations
• Consult with clients and advise on comprehensive Will and estate protection
• Leverage our robust training to generate leads to result in high-value instructions

What we’re looking for

• A consultative sales approach with an entrepreneurial mindset
• Strong communication skills and a passion for helping others
• Independent, self-motivated, and skilled at generating referrals
• A professional demeanour that makes a lasting impression

About the company

Join an innovative team committed to transforming Will Writing and Estate Planning in the UK. For over 50 years, we’ve protected thousands of families by ensuring they have the “Right” Will for them—yet millions still remain unprotected. With 60% of adults still without a Will, the need for clarity, security, and peace of mind has never been greater. Step into a role where your advice truly matters and make a real difference.

Nationwide opportunities available

Quick Overview:

Industry: Financial Services 

OTE: £50,000–£100,000+ Uncapped 

Benefits: Comprehensive initial and ongoing training and support, flexible hours and significant earning potential

Deal Size: Varied, with substantial earning potential 

Apply today — we’ll give you a call to talk through the details and answer any questions.