Estate Planning Consultant

Build a Rewarding Career in Estate Planning 1st Line Future Planning is expanding. With 2,800+ 5-star reviews and partnerships with leading IFAs and Solicitors, we offer training, qualified appointments, and ongoing support for a successful career. What We Offer:

• £27,000 annual retainer + realistic OTE £50,000–£80,000+
• Service & performance bonuses, weekly/monthly incentives
• Minimum 2 qualified appointments daily (usually within 1.5 hours of home)
• Induction, technical training, ongoing legal & compliance support
• Monthly/quarterly CPD & career progression The Role Field-based, meeting clients at home to provide consultative estate planning solutions. You will help families protect wealth and legacy, with access to IFA/Solicitor partners for regulated advice and support from our Legal Services Department. Training & Development No previous estate planning experience required. Includes comprehensive induction, ongoing technical training, CPD, legislative updates, and mentoring. Who We're Looking For Professional, ethical, self-motivated candidates with strong face-to-face communication skills. Backgrounds in Estate Planning, Financial Services, Legal Services, or Consultative Sales are advantageous, but full training is provided. Working Pattern: Self-employed | Field-based | 5 days/week Apply today to make a meaningful difference to families while growing your earnings. Protecting Wealth. Preserving Legacy.