Responsibilities
- Carry out compassionate, in-depth client consultations remotely or in person to understand personal goals and guide them through available choices
- Clarify the practical aspects of wills, trusts, and lasting powers of attorney using clear, everyday language
- Maintain precise documentation and ensure client decisions are accurately recorded
- Work closely with the legal team to remain current on evolving legal standards and compliance
- Support online will creation and other service offerings across the business as required
- Provide outstanding post-sale support by addressing client inquiries and assisting with updates due to life changes
Benefits
- Eligibility for company share incentives
- Flexible vacation policy plus an additional day off for your birthday
- Comprehensive health and life insurance through Vitality
- Company pension plan
- Improved parental leave provisions
- Free wills and lasting powers of attorney, plus discounts on other services
- Access to the Cycle to Work initiative and Electric Vehicle salary sacrifice program
- Charity match program: up to £500 matched for personal fundraising efforts
- Employee entrepreneurship support through the Springboard program
Work Arrangement
Remote (Country)
Who Are You?
- Ideal for individuals transitioning careers who seek meaningful, client-focused work, especially those with experience in regulated industries
- Suitable for people interested in gaining legal knowledge through non-traditional pathways
- Designed for candidates seeking structured training in estate planning
Where Could This Role Take You?
- Opportunity to progress into a full-time Estate Planning Consultant role based on performance and interest
- Pathway to qualify as a Private Client Solicitor with company support
- Potential for advancement within legal, sales, or customer service departments
- Ongoing development support, training, and experience in the human-centered side of legal services
Our Mission
- We transform the emotionally difficult process of end-of-life planning into a personal and meaningful experience. Enable clients to pass on voice messages, music, recipes, and more—building legacies that reflect their lives and values
- Born from personal loss, our team works in death because we’ve lived it. We believe open conversations about mortality can reduce hardship and strengthen connections. Our goal is to create a world where legacy is deeply personal and widely understood
Other
- Next intake begins mid-May
- A valid UK driving licence and access to a vehicle are required for local client visits
- Best suited for career changers seeking purpose-driven, interpersonal roles, particularly from regulated sectors
- Appeals to candidates wanting formal training in estate planning
- Committed to fostering a culture where death is discussed openly and legacy is redefined meaningfully
