Job Description
Job Title: Will & Estate Planner - High Earnings - Southend-on-Sea
Location: Southend-on-Sea, Essex
Salary: Basic up to £30,000 + OTE £70,000+
Job Type: Full-Time Permanent Hybrid
Recruiter: Cameron James Professional Recruitment
Will & Estate Planner - High Earnings - Southend-on-Sea
Cameron James Professional Recruitment is proud to be working with a highly successful, independently owned mortgage broker firm in Southend-on-Sea that is experiencing exceptional growth.
Due to continued expansion and an outstanding flow of warm client referrals, we are seeking an experienced Will & Estate Planner to join this thriving financial services business.
With mortgage and protection advisors currently writing 50+ new mortgage cases per month, you will benefit from a consistent pipeline of qualified leads and genuine high earnings potential.
This is a fantastic hybrid opportunity based in Southend-on-Sea, offering strong lead flow, autonomy, and long-term career development.
The Role
As an experienced Will & Estate Planner, you will provide tailored estate planning advice to clients generated through new hot leads and existing introducers.
Working on a hybrid basis (2-3 days in the Southend-on-Sea office and remote/home visits), you will deliver holistic estate planning solutions including wills, trusts, LPAs and inheritance tax planning.
Basic salary up to £30,000 with realistic OTE of £70,000+ offering genuine high earnings potential.
Key Responsibilities
- Conduct detailed client consultations (including home visits where appropriate)
- Draft legally compliant Wills and Trusts
- Prepare LPAs and estate planning documentation
- Provide inheritance tax and asset protection advice
- Advise on long-term care planning and wealth preservation
- Work closely with mortgage and protection teams for cross-referrals
- Deliver holistic estate planning solutions to clients in Southend-on-Sea and surrounding areas
Skills & Experience Required
- Experience as a Will Writer, Estate Planner or Trust Advisor
- Strong knowledge of UK inheritance law and estate planning
- Experience drafting Wills, Trusts and LPAs
- Ideally STEP or IPW qualified (or working towards)
- Professional, consultative and client-focused approach
- Motivated by high earnings and strong referral opportunities
Why Apply?
- Independently owned financial services firm in Southend-on-Sea
- 50+ new mortgage leads monthly providing warm referrals
- Hybrid working flexibility
- Basic to £30,000 + realistic OTE £70,000+
- Genuine high earnings potential
- Established and supportive team
- Long-term career progression
If you are an experienced Will & Estate Planner seeking a hybrid role in Southend-on-Sea with strong lead flow and high earnings, we would welcome a confidential discussion.
Apply today with your CV or contact:
Bryn McMillan
Financial Services Recruitment Director
Cameron James Professional Recruitment
