Careers - Training

Training

We set our standards high and we expect all of our Estate Planning Consultants to not only reach these standards, but to excel beyond – and to maintain those levels with constant updating of the industry, the law and methods of working practices.

Our training plan takes the following route and is constantly updated and revised to reflect current needs:

1. Extensive pre-course training reading material – to be learnt not just read
2. Attend the first week’s residential training course at The Will Writing Company’s training facility. Click here to see what we cover
3. Take the Company’s tough examination on all subject matters.
4. Visit clients with current Estate Planning Consultants – and your line Manager
   *. To see the client meeting process 'live’
   *To discuss pros and cons of work – we’ll tell you the good and the bad (we don’t dodge questions)
5. Will writer software training at The Will Writing Company head office
6. Pre paid Funeral Plan training
7. Out on live appointments with supervisor to assess standards reached within one month of joining and to assess future training needs
8. External examination part two within three months of joining
9. Organised compulsory national training meetings
10. Weekly contact with your line Manager
11. Local regional meetings with Managers, Trainers and colleagues
12. The Institute of Professional Will writers Examination – a recognised national qualification and CPD
13. Ongoing training as necessary
    * Reviewed regularly
    * Ask for help whenever required
14. Line Manager will arrive unannounced on appointments with you
15. Marketing training to help you serve your local community
16. Compulsory continued (CPD) professional development