Career Opportunities

  • Part Time
  • Full Time
  • Your Own Business

Why work for Heritage?

Heritage is one of the leading firms of independent Will writers in the country, specialising in Will drafting, Trusts and Estate planning and have over 15,000 satisfied clients.

Heritage values all employees and as such has very high staff retention and offers a wide range of employee benefits, such as

Career Opportunities
  • Pension scheme
  • Complimentary Will Drafting and Estate Planning
  • Flexi-time working hours
  • A comfortable and friendly working environment.


Heritage works as a highly motivated team and relies on good communication and teamwork between all departments in order to maintain the high standards of personalised services it provides.

Heritage constantly seeks to improve the quality of its services by ensuring that all its staff are appropriately trained to develop by listening and responding to the views of all its clients.

 

 


telemarketing

CALL CENTRE SALES ADVISORS - PART TIME

An excellent opportunity has arisen for telemarketing consultants to join our team of sales advisors on a part time basis working from our Call Centre in Norwich where the environment is comfortable and friendly with our existing team.

Applicants must be articulate, personable, with excellent communication skills and a basic knowledge of computers and geography.

 

Previous sales experience is preferred but not essential as full training is provided. Hours are flexible and successful applicants will be offered a generous basic wage, plus bonuses.

 

For more information or to apply for this role please call 01603 430099

                                                                                           and ask for the Call Centre Manager.

                                                                                         



Display Stand Agents - part time

display standHeritage is looking for part time Display Stand Agents to work as part of a small team covering their county and is recruiting teams in various counties across the country. Display Stand Agents are trained to explain the benefits of doing a Will and look to engage passing customers usually in the entrances of various supermarket outlets in their locality in order to create new leads.


Applicants must possess excellent communication skills and have their own transport. Experience is preferred but not essential as full training is provided. Hours are very flexible and are designed to suit the applicant if possible. We offer a generous basic hourly rate plus bonuses.


Interviews are arranged local to you for greater convenience.


For more information or to apply for this rewarding role please call 01603 430099 and ask for Jamie.

 

 

 


Independent Will Consultants - full time

Independent Will Consultants - full timeHeritage Legal & Financial Ltd is currently looking nationally for self employed Estate Planning Advisers.


Job Description: - Giving advice to, and taking Will instructions from, potential clients within your own county.


Requirements: - Applicants must be smart, personable, confident and have their own transport. Experience is preferred but not essential as full training is provided.


To join one of the leading firms of independent Will writers in the UK,

                                                                                       please call Peter on 01603 430099.


                                                                                       Interviews offered regionally or at our head office.




Your Own Will Writing Business

Your own will writing businessThe Will writing and Estate Planning market in the UK is huge. Almost 70% of all people do not even have a basic Will. Even if they do have a Will they probably have one which is out of date and no longer appropriate to their financial and personal circumstances. And most people are not aware of the existence of or massive opportunities for estate planning.


How would you like to have your own business but not be on your own? We offer a full and comprehensive training programme, after sales support and a proven lead generation model.


We are currently offering you the opportunity to become a fully qualified Will Consultant and Business manager. Our bespoke service is targeted at the general public and financial services professionals to provide a professional Will writing and Estate Planning service. Our technical and sales training program and ongoing CPD are second to none in the industry.



All our Wills and other legal documents are prepared on your behalf by our specialist Will writing team at our head office in Norwich.


As a Will consultant and Business manager you can work hours to suit you either from home or from office premises but remember your success will depend on your level of commitment and the effort you put in.


You will have extensive back up and support from our Head Office and we will help you build your business to whatever level you wish. We will show you how to forge long-term relationships with other professionals such as IFA's, accountants and mortgage brokers.


As part of the package you will receive: -


  • A residential training course, which we believe is the best on offer.
  • Member of The Association of Will & Probate Lawyers
  • Full business stationary pack
  • Full technical reference and procedures manuals
  • Full ongoing technical and marketing support. Unlike many other Will writing franchises we do NOT train you and then leave you to fend for yourself
  • The cost of all accommodation and day time meals, during the training course
  • Business development support
  • Unlimited earnings potential
  • Full Professional Indemnity insurance up to £2,000,000 per case
  • An opportunity to genuinely build your own business and benefit from your own efforts
  • A proven lead generation machine which is expanding rapidly. We urgently need good quality Will consultants in all parts of the UK.

If you feel you are able to work within a culture of exceptional customer care, scrupulous attention to detail and a genuine desire to not only meet but surpass client needs and expectations, you can benefit significantly and exponentially from becoming a Will Consultant and Business manager with Heritage Legal & Financial Ltd.


A legal background is not required as a comprehensive residential training course is provided plus on-going mentoring and support enabling the necessary confidence and qualification to be obtained.


Although we are a national organisation, you will be attached to a local company with local support staff and will operate your own business with the freedom to work the hours that suit you, either from home or your office. Full and extensive support will be provided to help you develop your business, forge long-term beneficial business relationships with other professionals as well as marketing support to increase customer awareness and enhanced perception.


A fully integrated computer based diary system driven by a sophisticated database will help you manage your business and speed up the whole process for the client.


There is an ever-increasing demand for our products; therefore your earnings potential will be unlimited but entirely dependant on your attitude, commitment and a determination to succeed.


This is an exceptional opportunity for the right people. If you feel you can meet the high standards we require and benefit from becoming part of an expanding organisation with an unrivalled reputation in the industry please contact us.


Further information and a frank discussion about this fantastic opportunity, please call 01603 430099