Estate Planning Consultant

🏒 Kept Assets
πŸ“ United Kingdom
πŸ“… Posted Sep 23, 2026 Β· via Himalayas
🏷 Estate Planning, Financial Services, B2C Sales, Insurance Sales, Sales Consulting, Estate Planner +4 more
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Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire.

Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK.

An understanding of the vagaries of life and the threats to a family’s wealth are a distinct advantage.

This self-employed, commission based role involves showing the importance of having the right Will in place, discussing associated trusts, powers of attorney and funeral plans.

Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.

Applicants may come from:

- - A home service background

- - Financial services

- - Insurance services

- - B2C Sales

- - Home party sales

- - Or simply someone wishing to return to a working environment after a break.

Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.

Originally posted on Himalayas

Flights + hotels

This role requires you to be in the United Kingdom. If that means relocating or flying in, it is worth checking fares before you commit to a start date.

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