Trainee Estate Planning Consultant

5 months ago


Swansea, United Kingdom Trinity Life Limited Full time

We are a fast growing national estate planning company that specializes in writing wills, setting up trusts and drafting and registering lasting powers of attorney.

The role will involve talking on the phone or by Zoom to clients who have expressed an interest in getting a will, a trust, or lasting powers of attorney to assess their individual needs and pass on the information collected to a senior estate planner to produce a individual estate plan.

Full training will be given and there will be an opportunity to study and progress to being a qualified senior estate planner

**Salary**: From £21,000.00 per year

Work Location: In person



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