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    • Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
    • At least five years in a paraplanning role at a financial planning organisation.
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    • Knowledge of financial planning administration processes.
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    • " Knowledge of (or willingness to learn) financial services regulation.
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    • " Knowledge of (or willingness to learn) financial services regulation.
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    • Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
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    • Level 4 Diploma qualified in financial planning.
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    • Conduct analysis of client financial data to assist in developing tailored financial plans.
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Job Post Details

1st Line Future Planning logo

Estate Planning Consultant - job post

1st Line Future Planning
4.5 out of 5 stars
United Kingdom
£50,000 - £80,000 a year - Self-employed

Job details

Pay

  • £50,000 - £80,000 a year

Job type

  • Self-employed

Location

United Kingdom

Full job description

Estate Planning Consultant (Self-Employed) – UK Wide

£27,000 Annual Retainer | OTE £50,000–£80,000 | Uncapped Commission | Minimum of 2 Confirmed Appointments Per Day

Join One of the UK's Leading Estate Planning Businesses!

At 1st Line Future Planning, we're expanding our nationwide field team and are looking for ambitious, professional and client-focused Estate Planning Consultants to join us.

This is an outstanding opportunity to build a rewarding career within a growing organisation committed to delivering exceptional estate planning advice and outstanding customer service.

With over 2,600 five-star client reviews, an established national reputation and strategic partnerships with leading Independent Financial Adviser (IFA) firms and Solicitors, we provide our consultants with everything they need to build a successful and rewarding career.

Our PhilosophyProtecting Wealth. Preserving Legacy.

Everything we do is centred around helping families protect what matters most. We believe every client deserves clear, professional advice that safeguards their wealth, protects their loved ones and preserves their legacy for future generations.

By combining expert estate planning advice with access to trusted Independent Financial Advisers and specialist Solicitors, we deliver comprehensive later-life planning solutions that place our clients' interests at the heart of every recommendation.

Why Join 1st Line Future Planning?

Unlike many estate planning businesses, we offer clients access to a complete later-life planning solution.

Through our partnerships with leading IFA firms and Solicitors, you'll be able to introduce clients to trusted professionals who can provide regulated financial advice and reserved legal services where appropriate. This enables you to deliver a broader, more comprehensive client solution while ensuring specialist advice is always provided by suitably qualified professionals.

Most importantly, you'll be supported throughout by our experienced Legal Services Department, providing technical expertise, compliance guidance and case support from instruction through to completion.

The Opportunity

As an Estate Planning Consultant, you'll attend qualified appointments with clients in their own homes, providing tailored estate planning advice and recommending solutions based on their individual circumstances.

What We Offer

  • £27,000 Annual Retainer
  • Realistic OTE of £50,000–£80,000+
  • Uncapped Commission
  • Minimum of 2 Confirmed Appointments Every Working Day
  • Qualified Leads Provided
  • Appointments are generally booked within a maximum of 1 hour 30 minutes' drive from your home, helping you minimise travel time while maximising your time with clients.
  • Full Induction Training
  • Ongoing Technical, Legal & Compliance Support
  • Continuous Professional Development
  • Career Progression Opportunities

This is a self-employed position offering the reassurance of a guaranteed annual retainer alongside exceptional earning potential.

Your Responsibilities

  • Conduct professional home consultations with qualified clients.
  • Provide expert estate planning advice.
  • Recommend suitable estate planning solutions based on clients' individual circumstances.
  • Deliver exceptional customer service.
  • Build long-term client relationships based on trust and professionalism.
  • Work closely with our Legal Services Department throughout each case.
  • Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
  • Maintain the highest standards of professionalism, ethics and regulatory compliance.

Training & Support

Successful applicants will complete a comprehensive induction programme together with technical training delivered in partnership with Countrywide Tax & Trust (CTT Group).

You'll benefit from:

  • Comprehensive induction programme
  • Ongoing technical estate planning training
  • Monthly and quarterly CPD
  • Continuous legal and legislative updates
  • Dedicated mentoring and coaching
  • Full support from our experienced Legal Services Department, providing technical guidance, compliance assistance and case support throughout the client journey.
  • Best-in-class estate planning systems and processes

What We're Looking For

We're seeking motivated professionals who genuinely enjoy helping families protect their future.

You'll be:

  • Professional and personable
  • An excellent communicator
  • Self-motivated and organised
  • Ethical and client-focused
  • Confident working within clients' homes
  • Ambitious and driven
  • Passionate about delivering exceptional customer outcomes

Previous experience within Estate Planning, Financial Services, Legal Services or Consultative Sales would be advantageous, although full training will be provided for the right candidate.

Working Pattern

  • Self-employed, field-based role
  • Five-day working week
  • Minimum of two confirmed appointments provided each working day
  • Appointments are generally scheduled within a maximum of 1 hour 30 minutes' drive from your home
  • Flexible diary management with the support of our experienced appointments team
  • Full backing from our dedicated Legal Services Department to help you deliver the highest standards of client care

Why Choose 1st Line Future Planning?

  • £27,000 Annual Retainer
  • OTE £50,000–£80,000+
  • Uncapped Commission
  • Minimum of 2 Confirmed Appointments Every Working Day
  • Qualified Leads Provided
  • Appointments generally within 1 hour 30 minutes of your home
  • UK-Wide Opportunities
  • 2,600+ Five-Star Client Reviews
  • Award-Winning Business
  • Partnerships with Leading IFA Firms & Solicitors
  • Dedicated Legal Services Department providing full technical, compliance and case support
  • Ongoing CPD & Professional Development
  • Weekly & Monthly Incentives
  • Company Awards & Recognition
  • Team Events
  • Christmas Shutdown

Ready to Help Families Protect Their Future?

If you're looking to join a progressive, award-winning business where you can genuinely make a difference to people's lives while earning £50,000–£80,000+, we'd love to hear from you.

Apply today and become part of a business built on one simple philosophy...

Protecting Wealth. Preserving Legacy.

Pay: £50,000.00-£80,000.00 per year

Experience:

  • Estate planning: 1 year (required)

Work Location: On the road

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