Estate Planning Consultant
Will & Estate Planner — Build a Local Will Advisor Practice | £50k–£100k+ OTE The Uncapped Local Opportunity Over 60% of UK adults live without a valid Will, leaving family assets unprotected. You are providing an essential legal service to a vast, untapped market. With full training in legal essentials and consultative advisory, you don't need prior legal experience - just empathy, discipline, and the drive to advise families in your community. What Sets This Practice Apart Monday–Friday Daytime Autonomy:
Work a self-managed 35-hour week primarily during standard daytime hours, balancing in-person local visits with Zoom consultations.
Full Legal Back-Office Support:
Gather client instructions using a dedicated company iPad; our client's expert legal team handles all complex document drafting and execution.
Complete Practice Launch:
Comprehensive legal training, local marketing assets, and ongoing mentorship provided to get you up and running fast.
Under 1% Cancellation Rate:
Exceptional client retention ensures the instructions you take translate directly into reliable income.
Self-Employed Earning Potential This is a self-employed, commission-only opportunity with no base salary, giving you complete ownership of your income with zero ceiling. You will actively build and manage your local client base using proven marketing channels: £50,000–£100,000+ Realistic Annual OTE:
Uncapped commission structure with high-ticket instruction fees.
High-Yield Practice:
Established planners regularly achieve £90,000+ annually by running as few as 4 client consultations a week.
An initial starter fee applies to establish your practice, with full details shared on your initial call. Who This Suits An entrepreneurial, self-motivated communicator who wants to build a high-value local business.
You need high ethical standards, strong relationship-building skills, and the discipline to market locally.
It will not work if you require a guaranteed basic salary or want a traditional corporate office role. The Process Promise Citrus Connect will call you within 48 hours for an informal conversation. We'll discuss your background, explain the practice-building model in detail, and help you decide if this is the right move for you. Apply today to start the conversation.
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