Will Writing & Estate Planning Adviser

Build a professional career in estate planning

Taylor Lucas Partnership is looking for a confident, commercially minded adviser who can build trust, explain sensitive subjects clearly and help clients make important decisions about their future.

You do not need previous experience in Will writing or estate planning. We provide three weeks of structured, office\-based training, followed by ongoing technical, compliance and sales support.

What you do need is a strong professional presence, excellent client communication, close attention to detail and the ability to convert suitable recommendations into business.

You will receive approximately 18 pre\-qualified appointments per full working week. These clients have specifically requested will\-writing \& estate\-planning advice, understand that some services carry a fee and have supplied information before their appointment.

There is no cold calling and no requirement to generate your own leads.

Earnings and commission

This role offers a basic salary of £24,785 plus a transparent, uncapped commission structure.

Realistic total earnings are £36,000–£50,000, with £50,000\+ potential for top performers. Recent adviser performance would produce annualised total earnings of approximately £43,000 under the current commission structure.

New starters benefit from a supportive introductory commission arrangement during their three\-month probation while completing training and building towards full performance expectations.

Commission is paid with your salary on the 28th of each month, based on revenue banked during the previous commission period.

Full details of the commission structure, payment arrangements and performance expectations will be explained openly during the interview process.

What you will do

You will:

• Conduct structured estate\-planning consultations, normally lasting 50–60 minutes


• Complete a detailed fact\-find and help clients build a Will that reflects their circumstances and wishes


• Recommend suitable additional provisions, including Trusts and Lasting Powers of Attorney


• Explain potentially complex and sensitive subjects in clear, straightforward language


• Prepare initial drafts and detailed instructions for review by our legal team


• Produce accurate attendance notes and maintain complete compliance records


• Identify and appropriately support vulnerable clients


• Collect client payments and explain the next stages of the process


• Follow up with undecided clients


• Identify appropriate additional needs and referral opportunities


• Remain the client’s main representative throughout their case


• Answer questions, explain documents, arrange amendments and maintain contact until completion


• Work closely with our legal, compliance and training teams to deliver the right client outcome

Approximately 95% of appointments take place by video. A small number are conducted at our Cannock office or in clients’ homes across Staffordshire and the West Midlands.

What we are looking for

Estate\-planning experience is welcome but not essential. We are interested in candidates from consultative sales and advisory backgrounds such as financial services, mortgage advice, insurance, estate agency, legal services, funeral planning, recruitment and other high\-value or high\-trust sales environments.

You will need:

• Demonstrable experience in consultative sales, advice or another target\-driven client\-facing role


• The confidence and professional presence to lead client meetings by video


• The ability to build trust and rapport quickly


• Clear, concise communication without overcomplicating or overexplaining


• The confidence to make recommendations and ask clients to proceed


• Empathy when discussing personal, financial and family circumstances


• Strong administration and attention to detail


• The ability to follow structured processes and compliance requirements


• Consistency, enthusiasm and personal accountability


• Good organisation and time management


• Confidence using CRM, video\-conferencing and document\-production systems


• A private, confidential home\-office environment


• A full UK driving licence, access to your own vehicle and business\-use insurance


• The existing right to work in the UK

Experience with Wills, Trusts, LPAs or regulated financial products would be advantageous but is not required.

Training and career progression

Your first three weeks will be spent at our Cannock office completing a combination of classroom learning, online training, observation and practical exercises.

Before advising clients independently, you will complete a role\-play assessment and knowledge examination. You will then receive ongoing coaching and support from our training team and your line manager.

Following probation, we will fund your Institute of Professional Willwriters membership.

There is a defined progression route from Adviser to Senior Adviser and Senior Associate. Members of our current adviser team have already progressed within the business, and opportunities may also develop in training, technical work and team leadership.

Working pattern

This is a 37\.5\-hour, Monday\-to\-Friday role with no weekend working.

The normal working pattern is:

• Three fixed weekdays: 12\.30pm–8:30pm


• One weekday: 9:30am–5:30pm


• Friday: 9:00am–5:00pm


• A 30\-minute unpaid break each day

The three evening\-working days will be agreed with the successful candidate and will then remain fixed. Evening appointments are scheduled in advance, with the latest appointment beginning at 7:30pm.

Following training, this is predominantly a home\-based role, with attendance at our Cannock office for one morning each week. Office attendance may occasionally vary according to client appointments and business requirements.

Travel time for client visits is included within working hours. Business mileage is reimbursed.

Benefits

• Uncapped commission


• Approximately 18 pre\-qualified appointments booked per full working week


• No cold calling or personal lead generation


• Three weeks of structured initial training


• Ongoing technical, compliance and sales coaching


• Funded Institute of Professional Willwriters membership after probation


• Defined career progression


• Hybrid and predominantly home\-based working


• 20 days’ annual leave plus bank holidays


• An additional day off for your birthday


• Paid Christmas shutdown, normally providing an additional three or four days’ leave


• 3% employer pension contribution


• Laptop and additional monitor


• Mileage reimbursement


• Two company events each year


• Free on\-site parking


• No weekend working

About The Taylor Lucas Partnership

Established in 2021, Taylor Lucas is a growing will\-writing and estate\-planning business with a team of 18 people, including seven advisers.

We combine a modern, accessible approach with a strong commitment to client service, technical accuracy and appropriate advice. Our work has generated more than 1,500 five\-star reviews across Google and Trustpilot.

We have exceptionally strong staff retention and a supportive, relaxed working environment in which colleagues help one another achieve individual and team goals.

Taylor Lucas offers an unusual opportunity to combine consultative sales with a professional career in estate planning. Advisers receive a consistent supply of appointments, structured technical training, compliance support, uncapped commission and a defined progression route—all within a stable, collaborative team trusted by thousands of clients.

Recruitment process

Our recruitment process has two stages:

• An initial interview with a company director


• A second interview with company directors that includes a client\-meeting role play

Any offer will be subject to satisfactory references, a DBS check, confirmation of the right to work in the UK and evidence of a driving licence, suitable vehicle and adequate insurance.

If you are a confident, empathetic and commercially capable communicator who can combine excellent client service with accurate administration and effective closing, we would like to hear from you.

Pay: £36,000\.00\-£50,000\.00 per year

Benefits:

• Additional leave


• Company events


• Free or subsidised travel


• Free parking


• On\-site parking


• Work from home

Application question(s):

• Do you have at least two years’ experience in a client\-facing role where you were personally responsible for recommending paid products or services and achieving an individual sales, revenue or conversion target?


• Have you personally led structured client conversations that involved fact\-finding, making recommendations, answering questions or objections and asking the client to proceed?


• This role requires three fixed shifts each week from 12:30pm until 8:30pm, including client appointments starting as late as 7:30pm. The three late\-working days will be agreed in advance and will then remain fixed. Can you commit to this working pattern?


• Can you attend three weeks of full\-time, office\-based training at our Cannock office at the beginning of your employment?


• Can you provide a private and confidential home\-working environment suitable for conducting client video appointments and discussing personal and financial information?


• Are you willing to complete a DBS check and provide satisfactory employment references as part of the recruitment process?

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Cannock WS11

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