Estate Planning Specialist
1 month 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 with 60% of the population lacking 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 independently. You will be responsible for providing expert advice on will writing, estate planning, and legacy management to clients.
Key Responsibilities:
- Provide expert advice on will writing and estate planning to clients
- Manage client relationships and provide exceptional customer service
- Work independently to manage your schedule and meet client needs
About CITRUS CONNECT LTD
CITRUS CONNECT LTD is a reputable provider of financial services, with a strong reputation for delivering high-quality services to clients. Our team is dedicated to providing expert advice and support to individuals and families, helping them to secure their assets and plan for the future.
-
Estate Planning Specialist
3 weeks 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 the demand for their services is unprecedented.The Opportunity:In this role as an Estate...
-
Estate Planning Specialist
3 weeks 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 the demand for their services is unprecedented.The Opportunity:In this role as an Estate...
-
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, the demand...
-
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, the demand...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Estate Planning Specialist
1 month ago
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...
-
Estate Planning Specialist
1 month ago
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...
-
Estate Planning Specialist
4 weeks ago
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...
-
Estate Planning Specialist
4 weeks ago
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...
-
Estate Planning Specialist
1 month ago
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...
-
Estate Planning Specialist
1 month ago
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...
-
Estate Planning Specialist
2 weeks ago
Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your Potential as an Estate Planning ConsultantCitrus Connect Ltd is seeking a motivated and consultative sales professional to join our team as an Estate Planning Consultant. In this role, you will have the freedom to manage your schedule, enjoy uncapped commission, and make a real impact in the lives of our clients.Enjoy Unparalleled Earnings: Earn...
-
Financial Planning and Analysis Specialist
2 weeks ago
Swansea, City and County of Swansea, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company is a dynamic, fast-growth Swansea business with ambitious plans and an already established global footprint.Key responsibilities in this varied and diverse role include:Preparation of the monthly management accountsPractical hands-on cash flow forecastingAccounting for financing and banking, including intercompany financingSupply chain...
-
Estate Agency Manager
1 month ago
Swansea, City and County of Swansea, United Kingdom Nested Full timeAbout the RoleWe're seeking a highly skilled and experienced estate agent to join our team as a Nested Area Partner in Swansea. As a key member of our team, you'll be responsible for managing your local strategy, pitch, marketing tactics, and hours, with the opportunity to earn a competitive income.This is a unique opportunity to work with a pioneering...
-
Estate Agency Manager
1 month ago
Swansea, City and County of Swansea, United Kingdom Nested Full timeAbout the RoleWe're seeking a highly skilled and experienced estate agent to join our team as a Nested Area Partner in Swansea. As a key member of our team, you'll be responsible for managing your local strategy, pitch, marketing tactics, and hours, with the opportunity to earn a competitive income.This is a unique opportunity to work with a pioneering...