Wills & Trusts Advisor

Employer: Kings Permanent Recruitment Ltd

Location: Canvey Island, Essex

Salary: Competitive salary

Job type: Full time

Posted: 2026-09-10T00:00:00Z

Sector: Construction & Trades

Job Description

Wills & Trusts Advisor (Protection & Estate Planning) Salary: £30,000 Basic £45,000 to £50,000+ OTE Are you passionate about protecting families and providing genuine peace of mind? We're looking for an ambitious Wills & Trusts Advisor (Protection & Estate Planning) to join a growing and successful financial services business. In this role, you'll help clients protect what matters most by advising on a range of protection products alongside wills and trusts. This is an excellent opportunity for someone who enjoys consultative sales, building rapport with clients and earning an attractive uncapped commission. Wills & Trusts Advisor (Protection & Estate Planning) - What you'll be doing: Advising clients on: Life Insurance Critical Illness Cover Income Protection Family Income Benefit Wills Trusts Conducting fact-finds and recommending suitable protection solutions. Working warm leads provided by the business. Proactively contacting prospective clients to generate additional opportunities. Building long-term client relationships through excellent service. Maintaining accurate records and ensuring all business is conducted compliantly. What we're looking for: We're looking for a Wills & Trusts Advisor (Protection & Estate Planning) who has at least one of the following: CeMAP 1 qualification, or Previous Protection Insurance sales experience, or Previous Wills and Trusts sales experience. You'll also ideally have: Excellent communication and relationship-building skills. A consultative approach to sales. Strong objection handling and closing skills. Self-motivation and the drive to exceed targets. A professional and customer-focused attitude. Wills & Trusts Advisor (Protection & Estate Planning) - What's on offer?: £30,000 basic salary Realistic OTE of £45,000 to £50,000+, with uncapped earning potential Leads provided to help you succeed. Additional opportunities through

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