Kept Assets

This is a fantastic opportunity to be self-employed (and thus control your own hours and earnings) whilst also having the business support that you would find in an employed role (e.g.: Marketing, Admin, Training, Insurance).

Here at Kept Assets Limited, we are a diverse team of financial professionals that offer a Will writing and estate planning service. With a bespoke and consultative approach we can help individuals, families and even business owners with estate preservation and direction.

UK Wills and Estate Planning – A Huge Market!

Analysts report that 70% of the UK Wills and Estate planning market is still available and that the 30% that is already satisfied regularly requests changes and amendments to their current arrangements.

70% represents a significant number of people who do not have any Will or estate planning in place.

Therefore, this presents an exciting and highly lucrative opportunity for self-employed Will Writers and Estate Planners.

Flexible Working: Work Full-Time or Part-Time.

When you join us as a self-employed Will Writer and Estate Planner, you have the luxury of choosing to work either part-time or full-time, in hours that suit you.

Obviously, what you get out financially will depend on how many hours you can put in, but we have a fair amount of experience in this area.  We know you can just as successfully build a client base on circa 20 hours work a week, as you can on circa 40 hours a week.

We anticipate that you could be earning £25k by working just part-time!

Who Will This Opportunity Suit?

Not everyone is destined to be a self-employed success, even with the support in place that we are offering.

But…

If you love talking to people, if you are friendly, if you value the peace of mind that writing a Will can bring, then this could be the perfect opportunity for you.

Maybe you are…

• A career returner, possibly with a young family
• A professional combining work whilst caring for elderly relatives
• A graduate looking for a first role in the legal industry
• A senior decision maker looking for a less intense work-life balance
• Someone looking for a change of direction after redundancy

Or maybe you are just looking for a new and exciting challenge!

A no obligation call with us would be a great next step to help you decide if we are a good fit for each other.

What Are The Perks of Joining Us?

Not only will you be working under a recognized industry brand, but you will also have our commitment to provide the following materials, support and benefits.

Full Set-up, Training and Support

• Marketing and promotional materials.
• Professional training on every aspect of the role.
• Monthly training and business insights.
• Introduction into a networking group to develop your business.
• Ongoing client support as required.

What Do You Need To Commit To?

Whilst you will have the costs associated with being self-employed, which we would advise you discuss with an Accountant, the set-up and running costs to join Kept Assets are minimal to get going.

• You will have a monthly license fee of £150 for the software that you’ll need to do your job.
• There is a one-off payment of £1,000 to cover the associated costs of your exams – remember, you will need to be qualified for this role – and we estimate that the commission from your first two ideal clients could return this, one off, investment to you.

So Why Should You Join Us?

• Huge target market
• Professional training by industry experts plus monthly top up sessions.
• Totally flexible hours of working.
• Very low start-up costs.
• No sales targets or KPI’s.
• System and process training on leading edge industry software.
• Administrative support.
• Client support.
• Fully Insured.
• High income potential (even part-time!)

Next Steps…

So if this sounds of interest, contact us for full details. We’d love to have a chat and answer any questions you might have.