About the Job

Everything you need to know before applying for this role.

Estate Planning Consultant

CITRUS CONNECT LTD

Leyland, England, gb

6 November 2026

Will & Estate Planner — Build a Local Will Advisor Practice | £50k–£100k OTE The Uncapped Local Opportunity Over 60% of UK adults live without a valid Will, leaving family assets unprotected.

Apply fast, check the full description by scrolling below to find out the full requirements for this role.

You are providing an essential legal service to a vast, untapped market.

With full training in legal essentials and consultative advisory, you don't need prior legal experience
- just empathy, discipline, and the drive to advise families in your community.

What Sets This Practice Apart Monday–Friday Daytime Autonomy: Work a self-managed 35-hour week primarily during standard daytime hours, balancing in-person local visits with Zoom consultations.

Full Legal Back-Office Support: Gather client instructions using a dedicated company iPad; our client's expert legal team handles all complex document drafting and execution.

Complete Practice Launch: Comprehensive legal training, local marketing assets, and ongoing mentorship provided to get you up and running fast.

Under 1% Cancellation Rate: Exceptional client retention ensures the instructions you take translate directly into reliable income.

Self-Employed Earning Potential This is a self-employed, commission-only opportunity with no base salary, giving you complete ownership of your income with zero ceiling.

You will actively build and manage your local client base using proven marketing channels: £50,000–£100,000 Realistic Annual OTE: Uncapped commission structure with high-ticket instruction fees.

High-Yield Practice: Established planners regularly achieve £90,000 annually by running as few as 4 client consultations a week.

An initial starter fee applies to establish your practice, with full details shared on your initial call.

Who This Suits An entrepreneurial, self-motivated communicator who wants to build a high-value local business.

You need high ethical standards, strong relationship-building skills, and the discipline to market locally.

It will not work if you require a guaranteed basic salary or want a traditional corporate office role.

The Process Promise Citrus Connect will call you within 48 hours for an informal conversation. xbpsjku

We'll discuss your background, explain the practice-building model in detail, and help you decide if this is the right move for you.

Apply today to start the conversation.