Estate Planning Specialist

2 months ago


Brighton, Brighton and Hove, United Kingdom CITRUS CONNECT LTD Full time
About the Role

We are seeking a highly skilled Estate Planning Consultant to join our team at CITRUS CONNECT LTD. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to helping individuals secure their assets and ensure their wishes are respected.

The Opportunity

In this role, you will have the freedom to manage your schedule and work independently, allowing you to provide exceptional service to our clients. With over 50 years of experience in financial services, our client has helped thousands of individuals secure their assets, and we are now looking for someone to join our team to help meet the unprecedented demand for our services.

Key Responsibilities
  • Provide expert advice on estate planning and will writing to clients
  • Work closely with clients to understand their needs and goals
  • Develop and implement personalized estate planning strategies
  • Stay up-to-date with changes in legislation and regulations affecting estate planning
What We Offer

As an Estate Planning Consultant at CITRUS CONNECT LTD, you will have the opportunity to work with a leading provider of estate planning services in the UK. You will be part of a team that is dedicated to helping individuals secure their assets and ensure their wishes are respected. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.



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