Build a Rewarding Career in Estate Planning
1st Line Future Planning is expanding. With 2,800+ 5-star reviews and partnerships with leading IFAs and Solicitors, we offer training, qualified appointments, and ongoing support for a successful career.
What We Offer:
- Service & performance bonuses, weekly/monthly incentives
- Minimum 2 qualified appointments daily (usually within 1.5 hours of home)
- Induction, technical training, ongoing legal & compliance support
- Monthly/quarterly CPD & career progression
The Role
Field-based, meeting clients at home to provide consultative estate planning solutions. You will help families protect wealth and legacy, with access to IFA/Solicitor partners for regulated advice and support from our Legal Services Department.
Training & Development
No previous estate planning experience required. Includes comprehensive induction, ongoing technical training, CPD, legislative updates, and mentoring.
Who We’re Looking For
Professional, ethical, self-motivated candidates with strong face-to-face communication skills. Backgrounds in Estate Planning, Financial Services, Legal Services, or Consultative Sales are advantageous, but full training is provided.
Working Pattern: Self-employed | Field-based | 5 days/week
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