Estate Planning Consultant

Job not on LinkedIn

🕒 April 2

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

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Octopus

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

⚡ Energy

📚 Education

Finance • Energy • Education

Octopus is a group of entrepreneurs and investors united by a mission to invest in the people, ideas, and industries that will change the world. They have built and invested in disruptive companies across various sectors including financial services, energy, and education. Notably, Octopus Energy aims to provide affordable green energy globally, while Octopus Investments focuses on impactful investment opportunities. Their charitable arm, Octopus Giving, supports overlooked communities and environmental initiatives, emphasizing their commitment to social responsibility and positive change.

📋 Description

• 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.