Job Title: Will & Estate Planner – High Earnings – Southend-on-Sea

Location: Southend-on-Sea, Essex

Salary: Basic up to £30,000 + OTE £70,000+

Job Type: Full-Time | Permanent | Hybrid

Recruiter: Cameron James Professional Recruitment

Will & Estate Planner – High Earnings – Southend-on-Sea

Cameron James Professional Recruitment is proud to be working with a highly successful, independently owned mortgage broker firm in Southend-on-Sea that is experiencing exceptional growth.

Due to continued expansion and an outstanding flow of warm client referrals, we are seeking an experienced Will & Estate Planner to join this thriving financial services business.

With mortgage and protection advisors currently writing 50+ new mortgage cases per month, you will benefit from a consistent pipeline of qualified leads and genuine high earnings potential.

This is a fantastic hybrid opportunity based in Southend-on-Sea, offering strong lead flow, autonomy, and long-term career development.

The Role

As an experienced Will & Estate Planner, you will provide tailored estate planning advice to clients generated through new hot leads and existing introducers.

Working on a hybrid basis (2–3 days in the Southend-on-Sea office and remote/home visits), you will deliver holistic estate planning solutions including wills, trusts, LPAs and inheritance tax planning.

Basic salary up to £30,000 with realistic OTE of £70,000+ offering genuine high earnings potential.

Key Responsibilities

• Conduct detailed client consultations (including home visits where appropriate)
• Draft legally compliant Wills and Trusts
• Prepare LPAs and estate planning documentation
• Provide inheritance tax and asset protection advice
• Advise on long-term care planning and wealth preservation
• Work closely with mortgage and protection teams for cross-referrals
• Deliver holistic estate planning solutions to clients in Southend-on-Sea and surrounding areas

Skills & Experience Required

• Experience as a Will Writer, Estate Planner or Trust Advisor
• Strong knowledge of UK inheritance law and estate planning
• Experience drafting Wills, Trusts and LPAs
• Ideally STEP or IPW qualified (or working towards)
• Professional, consultative and client-focused approach
• Motivated by high earnings and strong referral opportunities

Why Apply?

• Independently owned financial services firm in Southend-on-Sea
• 50+ new mortgage leads monthly providing warm referrals
• Hybrid working flexibility
• Basic to £30,000 + realistic OTE £70,000+
• Genuine high earnings potential
• Established and supportive team
• Long-term career progression

If you are an experienced Will & Estate Planner seeking a hybrid role in Southend-on-Sea with strong lead flow and high earnings, we would welcome a confidential discussion.

Apply today with your CV or contact:

Bryn McMillan

Financial Services Recruitment Director

Cameron James Professional Recruitment