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