Untitled role

KEPT Assets Ltd

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Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description

Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire.

Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK.

An understanding of the vagaries of life and the threats to a family’s wealth are a distinct advantage.

This self-employed, commission based role involves showing the importance of having the right Will in place, discussing associated trusts, powers of attorney and funeral plans.

Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.

Applicants may come from:

  • - A home service background
  • - Financial services
  • - Insurance services
  • - B2C Sales
  • - Home party sales
  • - Or simply someone wishing to return to a working environment after a break.

Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.

About this role

Summary

Self-employed role involving estate planning, trusts, and legal documents, using personal network.

Job title

consultant

Experience level

none

Industry

financial services

Location requirements

Candidates can work remotely across the UK, training provided.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationnetworking

Preferred skills

family dynamicsfinancial services experience

Specializations

estate planningtrustspowers of attorneyfuneral plans
Locations

Structured locations inferred from the posting.

United Kingdom

Remote Country
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