Legacy Planning Expert
1 week ago
CITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, a field that has become increasingly critical in recent times. With over 50 years of experience in financial services, our client has helped thousands of individuals secure their assets. As a staggering 60% of the population lacks wills, the demand for their services is unprecedented.
The OpportunityIn this role as an Estate Planning Consultant, you will have the freedom to manage your schedule and work in a fast-paced environment. You will be part of a team that is dedicated to providing exceptional service to clients, helping them to achieve their financial goals and secure their legacies.
Key Responsibilities- Provide expert advice on will writing and estate planning to clients
- Conduct thorough assessments of clients' financial situations and create personalized plans
- Work closely with clients to understand their goals and objectives
- Develop and maintain strong relationships with clients and other stakeholders
CITRUS CONNECT LTD offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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York, York City, United Kingdom CITRUS CONNECT LTD Full timeAbout the Role:CITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.Key Responsibilities:Develop and implement comprehensive estate planning strategies for clientsProvide...
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York, York City, United Kingdom CITRUS CONNECT LTD Full timeAbout the Role:CITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.Key Responsibilities:Develop and implement comprehensive estate planning strategies for clientsProvide...
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1 week ago
York, York City, United Kingdom CITRUS CONNECT LTD Full timeAbout the RoleCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, a field that has become increasingly critical in recent times. With over 50 years of experience in financial services, our client has helped thousands of individuals secure their assets. As a staggering 60% of the population lacks wills, the demand...
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York, York City, United Kingdom CITRUS CONNECT LTD Full timeAbout CITRUS CONNECT LTDCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in the financial services industry.The OpportunityWe are seeking a highly skilled Estate Planning Consultant to join our team. As an Estate Planning Consultant, you will have the freedom to work...
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York, York City, United Kingdom CITRUS CONNECT LTD Full timeAbout CITRUS CONNECT LTDCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in the financial services industry.The OpportunityWe are seeking a highly skilled Estate Planning Consultant to join our team. As an Estate Planning Consultant, you will have the freedom to work...
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