Will & Estate Planner – Financial Services

Will & Estate Planner — Build a High-Value Local Will Advisor Practice

Sixty per cent of UK adults do not have a Will

Over 30 million adults in the UK currently live without a valid Will, leaving family assets and homes unprotected. You are providing an essential legal service to a vast, untapped local market.

With first-class personalised training in legal and industry essentials, consultative sales, and local marketing. You don’t need prior legal experience to build a successful practice – just the discipline, empathy, and relationship-building skills to advise local families.

What you can earn

• £50,000–£100,000 OTE per annum with completely uncapped commission.
• Proven Top-Tier Earnings: Established advisers regularly achieve £90,000+ annually by conducting just 4 client appointments per week.
• High Client Retention: A network-wide cancellation rate of under 1%, ensuring the instructions you take translate directly into reliable income.

Building your practice: Total autonomy with national backing

• You take full ownership of your calendar: managing a typical 35-hour week primarily across Monday to Friday daytime hours. You split your time between local business development and conducting consultative appointments face-to-face in your community or remotely via telephone and Zoom.
• Consultative Legal Planning: Advise clients clearly on Wills, Lasting Powers of Attorney (LPAs), and protective Trusts using your company iPad and client explanatory videos.
• Full Legal Back-Office Support: Gather client instructions using your company iPad and submit them directly to the legal team for document drafting and execution.

Now the honest part

• This is a self-employed, commission-only role. There is no base salary and no ceiling on what you earn.
• You generate your own local instructions. Unlike roles that hand you a pre-booked diary, you actively deploy company-taught marketing methods to build your local client base.
• Upfront agency starter package. There is an initial starter fee to establish your agency, covering your training, marketing setup, and iPad – details discussed upon application (with a 100% refund policy upon reaching £12k in gross instruction value).
• High ethical standards. You must hold high ethical standards and genuinely care about helping families secure their assets.

Who this suits

An entrepreneurial, self-motivated, disciplined, and organised individual who thrives when owning their results. You possess a consultative mindset focused on relationship building, high ethical standards, and the independence to drive local marketing in your community.

It will not work if: You require a guaranteed basic salary, want a corporate desk job, or expect a pre-booked diary handed to you.

About our client

An established leader in UK estate planning for over 25 years, having protected thousands of families across the country. They combine deep legal expertise with modern digital instruction tools, providing independent advisers with the backing needed to build a high-reputation, long-term practice.

What happens when you apply

Leave your name, number, and CV. Citrus Connect will call you for a short, informal chat about your background, your goals, and whether building a Will Advisor practice is the right move for you. No long forms, no assessment centre.