NO LEGAL EXPERIENCE NECESSARY AS FULL TRAINING IS PROVIDED.

We have over 200,000 satisfied clients across the UK. Your role will be to maintain relationships with existing clients and also to establish and build new relationships as new clients sign up to our services.
As part of that relationship, we need not only to maintain accurate records, but also be able to spot and recommended gaps in our client’s current estate planning arrangements, to ensure that they receive the very best service and advice possible.

JOB REQUIREMENTS

Minimum of 3 years experience in dealing in a customer focused sales environment.
Able to access a database.
Can build rapport with clients.
Can help clients make informed decisions.
This is a full-time role of 40 hours per week, Monday to Friday.
Office, hybrid and home working options available after training.

Please refer the Job description for details