Genesis Wills and Estate Planning Ltd

11/11/2025

Job post summary
Date posted: November 11, 2025

Pay: £16,887.51-£35,000.00 per year

Job description:

Full Job DescriptionAbout the Company

We are a trusted provider of Protection and Legal Services, helping clients safeguard their assets, families, and businesses through tailored insurance, legal, and estate planning solutions. From our headquarters, we deliver expert advice and practical solutions with a client-focused approach, ensuring peace of mind and long-term security.

Job Overview

We are seeking a motivated and results-driven Lead Generation Specialist to join our growing Protection and Legal Services team. In this role, you will be responsible for identifying and qualifying potential clients interested in our legal and financial protection products. You will engage with prospects through various channels, including outbound calls and digital outreach, while using CRM systems to manage client data and track progress. The ideal candidate will have excellent communication skills, a professional manner, and a passion for helping people protect what matters most.

Duties

Conduct outbound calls to potential clients to introduce our protection and legal services.
Qualify leads by understanding client needs related to insurance, wills, trusts, or estate planning.
Maintain accurate records of interactions and client data in CRM software.
Collaborate with advisors and legal consultants to ensure smooth client handovers.
Follow up on inbound inquiries and leads from marketing campaigns and events.
Provide feedback on lead quality and suggest improvements to lead generation strategies.
Stay updated on legal and protection service trends to identify new opportunities.
Skills and Requirements

Experience in lead generation, telesales, or financial/legal services is desirable.
Proficiency with CRM software preferred.
Excellent verbal and written communication skills.
Strong interpersonal and relationship-building abilities.
Ability to work independently and collaboratively in a professional environment.
Goal-oriented, proactive, and well-organised with strong attention to detail.
Working Hours

Permanent, Part-time, office-based position
Monday – Friday, 2pm – 7pm

Join us as a Lead Generation Specialist and play a key role in helping individuals and families access the protection and legal services they need — while advancing your career in a supportive, professional setting.

Job Type: Part-time

Benefits:

Free parking
On-site parking
Work Location: In person

22/10/2025

22/10/2025

🎉 Exciting News! 🎉

Genesis Wills and Estate Planning is proud to announce our sponsorship of the Ossett Trinity Tigers U13’s Girls’ Team for the 2026 season! 🐯🏉

We’re thrilled to support this incredible group of young athletes as they continue to grow, compete, and inspire both on and off the field. At Genesis, we believe in investing in our community’s future and what better way than empowering the next generation through grassroots sports! 💪🏽🏉

Wishing the Ossett Trinity Tigers U13 Girls every success this season. Let’s roar together! 🧡💙

28/04/2025

Outbound Sales Representative

Location: Barnsley (On-Site)
Salary: £50,000 OTE
Company Description

Genesis Estate Planning Ltd is a leading specialist Will Writing and Estate Administration company based in Yorkshire, UK.

Our knowledgeable legal advisors assist clients in creating Wills to ensure their assets are managed according to their wishes and meet all legal requirements.

With professionally experienced staff and adherence to strict industry standards, we provide tailored, expert services at competitive prices.
Role Description

We are seeking a dynamic and motivated Outbound Sales Representative to join our team on a part-time, on-site basis in Barnsley.

In this role, you will be responsible for lead generation, conducting outbound sales activities, and engaging prospective clients through strong interpersonal and communication skills.

You will play a key role in promoting our estate planning services and ensuring our clients are supported with the highest standard of care.

Please note: All calls will be made to existing customers — there is no cold calling. You will be offering our valued clients the opportunity to extend or enhance the services they already trust us with.

Key Responsibilities:

Contact existing customers to discuss and offer extended estate planning services
Generate new opportunities and nurture existing client relationships
Communicate the benefits of our full range of estate planning solutions
Build strong rapport and maintain high levels of client engagement
Meet and exceed sales targets and KPIs
Collaborate with the team to optimize the client journey and sales process
Maintain accurate records of client interactions using CRM systems
Qualifications:

Proven experience in outbound sales, inside sales, or a similar role
Strong interpersonal skills with a passion for client engagement
Expertise in lead generation and sales conversion
Excellent verbal and written communication abilities
Ability to work independently and collaboratively within a team
Knowledge of estate planning, Wills, or legal terminology is advantageous but not essential

05/06/2024

Inheritance Tax: What can be done to reduce your exposure?
The Government received £5.2billion in Inheritance Tax last year but only one in twenty estates actually paid Inheritance Tax.
So, let’s have a look at some of the ways you may be able to reduce your exposure to Inheritance Tax:-

Nil Rate Band
The Nil Rate Band is a personal allowance, that each individual is able to gift, upon death, without attracting any Inheritance Tax. The Nil Rate Band for 2018/19 is set at £325,000 per person and this is considered by the Government every April.

Residential Nil Rate Band
In addition to the Nil Rate Band (explained above), if you are passing property to a direct descendant (a child, grandchild, great-grandchildren, step-children, adopted children or foster children) then you are entitled to claim the Residential Nil Rate Band. The Residential Nil Rate Band is currently set at £125,000 and this can be added to your Nil Rate Band of £325,000 meaning that you can pass £450,000 including a property (to a direct descendant) and this will be exempt from Inheritance Tax.

Gifts to Charity
If you leave at least 10% of your estate to charity, then the rate of Inheritance Tax that will be paid is reduced from 40% to 36%.

Lifetime Gifts
Gifts of large sums of money given during your lifetime may still be liable to Inheritance Tax if you do not survive for seven years following the gift being given. Although the rate of Inheritance Tax may reduce depending on when the gift was given in relation to the time of death.

Gifts of £3,000
You can make gifts of up to £3,000 in each tax year and this will not attract Inheritance Tax. This £3,000 is a combined total but if no gifts are given in one tax year then this can be rolled forward to the next tax year (this can only be rolled forward one tax year though!).

Small Gifts of £250
In addition to the £3,000 that you are able to gift, you are also able to gift the amount of £250 to an individual without attracting Inheritance Tax, for example as birthday or Christmas presents.

Gifts upon Marriage / Civil Partnership Ceremony
A parent can gift up to £5,000 (grandparents can gift £2,500 and anyone else can gift £1,000) on the day of, or shortly before, a marriage or civil partnership ceremony and, as long as the wedding or civil partnership ceremony goes ahead then the gift will not attract any Inheritance Tax.

Occupation
If you die in active service whilst employed as a police officer, fireman, paramedic or whilst serving in the armed forces your estate may be exempt from Inheritance Tax.

Trusts
Setting up Trusts during your lifetime for the benefit of someone else means that the money placed into the Trust will no longer form part of your estate. However, once placed into a Trust, the money is no longer yours and cannot be removed by you without forming part of your estate.

Trusts take careful consideration and planning and should be discussed fully with a professional before being put in place.

29/05/2024

Secure Your Future with a Lasting Power of Attorney

Don't leave your future to chance. A Lasting Power of Attorney (LPA) gives you peace of mind, ensuring your wishes are respected even if you can't make decisions yourself.

Genesis Wills and Estate Planning can help you create a personalized LPA that protects your finances and health decisions. Our experienced team offers free face-to-face home visits and fixed fees for your convenience.

Don't wait. Protect your future today.

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Call Genesis Wills and Estate Planning at 0330 118 0937 or email us at [email protected]

Make your Will with Genesis Wills & Estate Planning, Single or Mirror Will, Making of Lasting Power of Attorney. Free Face-to-face home visits. Fixed Fees. Barnsley, Sheffield, Wakefield, Doncaster.

15/04/2024

Imagine not being able to make choices about your own healthcare or finances. A Lasting Power of Attorney (LPA) gives you control over who handles these important matters if you can't. Take charge of your future.

14/04/2024

Don't wait! Having a comprehensive will gives you control over what happens to your hard-earned assets and loved ones.

19/02/2024

When our children are born, we give them everything we can to give them the best start in life.

Your Will lets you decide what happens to your money, property, and possessions after your death.

Want to find know more? Give me a call or message me here.

17/02/2024

Lifetime Living Trusts

Protect your assets for both your lifetime and your loved ones with a Lifetime Living Trust.

You keep control of assets, can add or remove them as needed, and ensure a smooth inheritance process.

Unlike basic wills, a Trust safeguards your property and savings from care fees, divorce, or bankruptcy. Call me today to learn more!

16/02/2024

"Don't let care fees take your home. Plan ahead."

Worried about leaving your loved ones with a large care bill? Our experienced advisor can help protect your property and secure your family's future. Get a free consultation today!

15/02/2024

Who is responsible for my debts when I die?


It is all very well to leave a Will to deal with all of your assets and what you want to pass on to your loved ones, or leave as inheritance, HOWEVER…what happens to your debt?

There are different types of debt (some of the categories we will look at below) and depending on the type of debt, depends on just what happens to it when you pass.

So, let’s get started…

Personal Debt
Debt may be in your sole personal name. This type of debt is unlikely to pass to anyone else and therefore the responsibility of paying this will fall to your Estate (to be paid from everything you leave behind – property, bank accounts, possessions, cash, ISAs, shares, etc.) and if that is exhausted, the debris extinguished.

However, if the debt was GUARANTEED, then the responsibility for payment of this debt will pass to the person who was your Guarantor and gave the guarantee to be liable for the debt should you be unable to repay it.

Joint Debt
You may have some debts that are not in your sole name, but held jointly, such as your mortgage, a loan, credit cards etc. In these cases the debt does not die with your Estate, rather it passes to the survivor and they become solely responsible for repayment of the debt.

Dealing with Debts After the Death of a Loved One
As an Executor or Administrator, it is extremely important that you deal with the debts of the deceased correctly as although you may not be legally responsible for the debt…if you do not follow the correct process, then you could be held personally liable by those companies that the debt is due to (the Creditors).

Where the deceased owes any debts at all, the distribution of any gifts under the Will should be prevented until all debts have been realized and accounted for (if possible), then when all the debts have been satisfied (and only then!) can the Executors or Administrators look to satisfy the gifts under the Will.

The order in which debt must be paid is set down in law and, briefly, this is as follows:

FIRSTLY
your SECURED creditors. Secured creditors will have their debts secured against assets in the Estate (such as a mortgage on a property) and they will therefore satisfy their debt by taking ownership of that asset. Another example of this type of debt is a loan secured against a car. If the debt is not completely satisfied by the asset that it is secured against (if for example the debt owed on the car is more than the car is worth) then the amount still owed to the Creditor will fall down into the lower category of UNSECURED DEBT.

SECONDLY
payment of FUNERAL EXPENSES. Please bear in mind that where there are other Creditors and debts, the funeral expenses MUST be proportionate to the value of the Estate.

THIRDLY
payment of TESTAMENTARY EXPENSES. These are the costs that are incurred when sorting out the Estate such as postage and travel expenses. It is important to keep a detailed record of any expenses that are incurred as a result of administering the Estate.

FOURTHLY
payment to PREFERRED and PREFERENTIAL CREDITORS. This is an unlikely category for many Estates but may be present where the deceased is an Employer, as this would include the payment of salaries/wages to employees.

FIFTH
is the payment of UNSECURED DEBT. This was briefly mentioned above and is likely to be the biggest category for most people. This would include all debts that are not secured against a specific asset, and so includes utility bills, credit cards, loans, store cards, mobile phone bills etc.

THEN
payment of the INTEREST ON UNSECURED DEBT.

LASTLY
payment of DEFERRED DEBT. This is the category where any loans from family members or friends would fall.

You can only move to the next category of debt, when all the debt in the category before it has been cleared. It is not up to you to decide how much, and to whom, debt is paid.

If there is not enough money to pay everyone in the category then the debt must be paid in proportions depending on the amount owed to each Creditor in that category.

We would strongly advise you to seek professional assistance and advice, if you are dealing with an Estate in which the debts are more than the assets (this is called an INSOLVENT ESTATE).

*NOTE* A word of warning, if you gift money close to your death, and it appears that such gifts have been made in an attempt to avoid repayment of your debts…this money CAN and will be taken into account and used to repay your debts.