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Sales & Business Development
Contract
September 23, 2026

Estate Planning Consultant

Kept Assets · via Himalayas
Salary not disclosed
United Kingdom
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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 the company
Kept Assets
Kept Assets is a specialist advisory firm based in Newbury, Berkshire that provides will writing, estate planning, and bloodline planning services. They help clients protect assets within families, plan inheritance distribution, and reduce taxation effects on estates through services including will writing, lasting powers of attorney, trust and estate planning, probate services, and inheritance tax mitigation.
Legal Services, Estate Planning
Kept Assets · via Himalayas

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