Estate Planning Specialist
3 weeks ago
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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Estate Planning Specialist
1 month ago
Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your Potential in Estate PlanningCITRUS 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 with 60% of the population lacking wills, the demand for their services is unprecedented.The...
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Estate Planning Specialist
1 month ago
Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your Potential in Estate PlanningCITRUS 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 with 60% of the population lacking wills, the demand for their services is unprecedented.The...
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Estate Planning Specialist
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the freedom to work independently and make a real impact in the lives of our clients. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services.As a result of their expertise, the demand...
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Estate Planning Specialist
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the freedom to work independently and make a real impact in the lives of our clients. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services.As a result of their expertise, the demand...
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and focus on delivering exceptional results. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services. As a significant proportion of the population...
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Estate Planning Specialist
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and focus on delivering exceptional results. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services. As a significant proportion of the population...
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Estate Planning Specialist
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the freedom to work independently and make a real impact in the lives of our clients. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services.As a result of their expertise, our client...
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Estate Planning Specialist
3 weeks ago
Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the freedom to work independently and make a real impact in the lives of our clients. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services.As a result of their expertise, our client...
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and focus on delivering exceptional results. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services. As a significant proportion of the population...
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Estate Planning Specialist
1 month ago
Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and focus on delivering exceptional results. With over 50 years of experience in financial services, our client has established a reputation for excellence in Will Writing and Estate Planning services. As a significant proportion of the population...
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt CITRUS CONNECT LTD, we're leading the way in Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, our client has helped thousands secure their assets. As a significant proportion of the population lacks wills, the demand for our services is unprecedented.Your Role as an Estate...
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Estate Planning Specialist
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your Potential as an Estate Planning ConsultantCitrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK, catering to a growing demand for secure asset protection.With over 50 years of experience in financial services, our client has helped thousands of individuals safeguard their legacies. As a staggering 60% of...
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Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt CITRUS CONNECT LTD, we're leading the way in Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, our client has helped thousands secure their assets. A staggering 60% of the population lacks wills, creating an unprecedented demand for our services.The OpportunityIn this role as an...
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