Estate Planning Consultant
3 Days Old
Protecting people, their families and assets
Ready for a Career That Truly Values You? Join Medlock & Langley – Where Meaningful Work Meets Better Rewards
Are you seeking a career change? Been made redundant? Want to reduce your hours but not your impact? We’re looking for people like you who want to make a real difference in people’s lives while being properly valued and rewarded.
About the Role
As an Estate Planning Consultant with Medlock & Langley, you’ll help clients navigate important life decisions around wills, trusts, lasting powers of attorney, inheritance tax and financial planning. You’ll be the trusted person who makes complex matters simple, providing genuine peace of mind to families across the UK.
Why This Role is Different
No Experience Required – Full comprehensive training provided
Learn and work with experts with 150+ years combined experience
Ongoing support and professional development
We’ll teach you everything you need to know
Flexibility That Works for You
15‑30 hours per week (ideal range)
Work remotely or face‑to‑face – your choice
Balance work with your life, not the other way around
Set appointments that suit your schedule
Better Compensation
Competitive pay structure
Earn what you’re worth
Performance‑based rewards
No ceiling on your earning potential
Valued & Appreciated
Make a genuine difference every single day
Join a team that respects your contribution
Work in a supportive, professional environment
Be part of a company with strong ethics and values
Who We’re Looking For
Ideal Backgrounds
We welcome applications from people with experience in:
Customer Service
Financial Services
Insurance
HR
Any role involving virtual or face‑to‑face client interactions, if you have adequate experience.
Essential Skills
Experience in virtual or face‑to‑face customer interactions
Good communication skills
Empathy and genuine care for helping people
Professional approach
Willingness to learn
Perfect for You If
You’re seeking meaningful work that makes a real impact
You want flexibility without sacrificing career progression
You value being appreciated and properly compensated
You don’t like people changing the goal‑posts after you’ve agreed terms
You’re ready for a fresh start in a supportive environment
You want to help families protect what matters most
About Medlock & Langley
We’re a professional Nationwide consultancy connecting clients with qualified experts (Chartered Accountants and FCA‑regulated professionals) across the UK. Our mission is simple: provide exceptional service that protects families against ill health and financial difficulties.
What Makes Us Different
Client‑centered approach – we put people first, always
Plain‑English communication – no jargon, no confusion
Free advice model – clients only pay for services they choose
Nationwide reach – serve clients across the UK and internationally
Ethical standards – we do the right thing, every time
What You’ll Do
Conduct initial consultations with clients (virtual or in‑person)
Understand client needs and circumstances
Explain services in clear, simple language
Help to implement wills, lasting powers of attorney, trusts and guardians for minors
Connect clients with our panel of qualified experts
Guide clients through the process from start to finish
Build lasting relationships based on trust
Help families gain peace of mind
Typical timeline: Most clients complete their journey in just 2 weeks from consultation to completion. Meaning you get paid the following month, always.
Training & Support
You’ll receive comprehensive training covering:
Estate planning fundamentals
Wills, trusts, and lasting powers of attorney
Inheritance tax planning basics
Client consultation techniques
Our systems and processes
Compliance and regulatory requirements
Plus ongoing support from:
Our panel of expert advisors
Experienced team members
Regular training updates
Professional development opportunities, CPD training
The Opportunity
This is more than a job change – it’s a career transformation. You’ll help families protect their futures, work with purpose and meaning, enjoy genuine work‑life balance, be part of a growing, values‑driven company, and build a rewarding long‑term career.
Ready to Make the Change?
If you’re looking for a career where you’re valued, appreciated, and properly rewarded – where your work genuinely matters – we’d love to hear from you.
Next Steps
Email your CV and a brief cover letter to info@medlockandlangley.com or visit www.medlockandlangley.com.
In your cover letter, tell us:
Why you’re seeking a career change
What meaningful work means to you
Your availability (hours per week)
Your relevant experience
Frequently Asked Questions
Q: Do I need qualifications in financial services? A: No. We provide full training. What matters most is your people skills and willingness to learn.
Q: Can I work from home? A: Yes. You can conduct consultations virtually or face‑to‑face depending on your preference and client location.
Q: What if I have to work around the kids? A: Yes. We support and encourage a family‑friendly schedule.
Q: What are the hours like? A: Flexible. We’re looking for 15‑30 hours per week, but we’ll work with you to find what fits your life.
Q: Is this commission‑only? A: Yes. We offer a competitive compensation structure that properly values your contribution.
Q: What if I’ve been out of work? A: That’s absolutely fine. We’re interested in your potential and your commitment to helping people, not gaps in your CV.
Medlock & Langley Limited
Where Your Career Change Becomes Your Best Decision
www.medlockandlangley.com
Diversity and Inclusion
We welcome applications from all qualified candidates regardless of age, background, or circumstances.
Proficiency in using relevant software and tools for documentation and case tracking.
Experience in legal or financial advisory roles is an advantage.
Relevant degree or certification in Law, Estate Planning, or a related field.
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- Location:
- United Kingdom
- Job Type:
- PartTime