For many, writing a Will or setting up a Trust is something they’ve delayed due to uncertainty or anxiety. At Squiggle Consult, our Estate Planning Consultants are trained not only in the legal aspects of Wills, Trusts, and Lasting Powers of Attorney but also in providing a sensitive, client-focused service. By meeting clients in the comfort of their own homes, in our office or via zoom, we aim to offer a personal and reassuring experience that removes the stress from estate planning.

Our consultants manage the estate planning process - from taking initial Will instructions to offering advice on Trusts and Inheritance Tax planning. We provide comprehensive and ongoing training to ensure you are fully equipped for success.

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What you can expect from us

• Comprehensive Training Through The Squiggle Academy
  Your journey begins with 2 days of face-to-face training, with hotel accommodation provided by Squiggle Consult. This is followed by 3 days of online training in your first week. Training continues online into the second week. Beyond this, you will receive weekly 1-to-1 mentoring sessions, along with access to additional group training and support, and supervisions.
• Ongoing Business Support Provided by Squiggle
  We cover:

·       Insurance coverage

·       Licenses including Zoom, business email, and landline

·       Branded business cards and marketing materials

Start-up costs

·       An iPad (iOS17 compliant) and laptop

·       ICO registration/license

The Role and Rewards

·       Be home-based and self-employed, with the freedom to manage your own diary

·       Access marketing support and free collateral from our dedicated marketing team

·       Receive client leads through our strategic partnerships and support systems

·       Be part of a friendly, supportive team who genuinely enjoy working together and are always happy to help

We have opportunities available nationwide. If you're an experienced field consultant or are passionate about helping families plan for the future, we'd love to hear from you.

📧 Send your CV to: careers@squiggleconsult.co.uk

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