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Part-Time Estate Planning Consultant


Key Details

  • Job Title: Part-Time Estate Planning Consultant
  • Location: Based at our Heathfield office in East Sussex, with home visits required once the role progresses to client advisory
  • Pay: £12.60 per hour (Living Wage Foundation accredited) + commission
  • On-Target Earnings (OTE): £25,000 - £50,000 per year (based on 21 hours per week; typical first-year OTE £15,000 - £19,000 per year.
  • Working Hours: 21 hours per week (3 days)
  • Holiday: Pro-rata 28 days including bank holidays
  • Pension: Auto-enrolment scheme
  • Probation Period: 6 months with regular reviews and support
  • Expenses: Mileage reimbursed at HMRC rates for home visits
  • Reports To: Managing Directors

About the Role

White Deer Legal is a family-run legal services company based in Heathfield, specialising in Wills, Lasting Powers of Attorney (LPAs), and estate administration. We pride ourselves on providing a professional yet approachable service, tailored to each client’s unique circumstances.

As we continue to grow, we are seeking a highly organised and detail-oriented Estate Planning Consultant to join our team on a part-time basis. The role begins with administration and client support, and over time develops into a client-facing advisory position, supported with mentoring and structured training.
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Key Responsibilities

Initial Phase – Administration Focus
  • Manage and maintain client files and CRM data entry.
  • Coordinate client communications including appointment scheduling, follow-ups, and responding to queries.
  • Draft basic documents such as client engagement letters, evolving to include legal documents (e.g. Wills and LPAs).
  • Ensure compliance with internal policies and legal/regulatory standards.
  • Liaise with trusted business partners (e.g. wealth managers, financial advisers) as needed.
  • Attend client signing and witnessing meetings.
Evolving Responsibilities – Advisory and Client-Facing
  • Conduct client fact-finding meetings (remote or in person) to gather personal and financial information.
  • Attend and contribute to networking groups to build referral opportunities.
  • Provide estate planning guidance and recommendations within training and competencies, and supported by senior colleagues.
  • Work collaboratively with legal and financial professionals to deliver comprehensive planning solutions.
  • Maintain up-to-date knowledge of relevant legislation and best practices.

This list is not exhaustive; duties may evolve in line with business needs.
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Person Specification

Essential
  • Strong administrative skills with attention to detail and accuracy.
  • Excellent communication and interpersonal abilities.
  • Empathy when dealing with bereaved clients.
  • Highly organised and capable of managing multiple tasks efficiently.
  • Proficient in Microsoft Office and document management systems.
  • GCSE (or equivalent) English and Maths at grade C/4 or above.
  • Driving licence and access to a car (for home visits).
  • Right to work in the UK.
Desirable
  • Background in estate planning, legal services, or related field.
  • Legal qualification or STEP membership (or working towards).
  • Experience in a client-facing advisory role.
  • Knowledge of UK legislation on wills, probate, and inheritance tax.

What We Offer

  • Base pay aligned with the Real Living Wage (accredited employer).
  • Transparent commission structure with strong earning potential.
  • Private medical insurance and income protection (provided after probation)
  • Opportunity to transition into a client-facing advisory role.
  • Supportive and collaborative team environment.
  • One-to-one mentoring and shadowing of experienced colleagues.
  • Enrolment on an estate planning training course to develop technical knowledge.
  • Ongoing professional development and CPD support.

How to Apply

Please send your CV and a short cover letter outlining your suitability to martin@whitedeerlegal.co.uk with the subject line: Estate Planning Consultant Application – [Your Name]. Applications will be reviewed on a rolling basis, with interviews beginning from 15/10/2025. We expect to close applications on 24/10/2025, but may close earlier if the role is filled.