Estate Planning Specialist

3 weeks ago


Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full time
Unlock Your Potential in Estate Planning

Citrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in financial services. Our client has helped thousands of individuals secure their assets, and the demand for their services is unprecedented.

The Opportunity:

In this role as an Estate Planning Consultant, you will have the freedom to manage your schedule and work independently. With a strong focus on customer satisfaction, you will be responsible for providing expert advice and guidance to clients on estate planning and will writing.

Key Responsibilities:

  • Provide expert advice on estate planning and will writing to clients
  • Conduct thorough assessments of clients' financial situations and create personalized estate plans
  • Develop and maintain strong relationships with clients to ensure their ongoing satisfaction
  • Stay up-to-date with changes in legislation and regulations affecting estate planning and will writing

About Citrus Connect Ltd:

Citrus Connect Ltd is a UK-based company with a strong reputation for providing high-quality estate planning and will writing services. Our team of experts is dedicated to helping individuals and families secure their assets and achieve their financial goals.



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