Estate Planning Specialist

2 days ago


Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full time

**About KEPT Assets Ltd**

KEPT Assets Ltd is a rapidly expanding, profitable business specializing in estate planning and wealth management.

As part of our expansion program, we are seeking to recruit and train a number of new consultants to cover areas throughout the UK.

**Key Responsibilities**

  • Develop and maintain relationships with clients to understand their estate planning needs and provide tailored solutions.
  • Discuss the importance of having a valid Will, associated trusts, powers of attorney, and funeral plans.
  • Work with clients to create a comprehensive estate plan that meets their unique needs and goals.
  • Stay up-to-date with changes in estate planning laws and regulations to provide expert advice to clients.

**Requirements**

  • Previous experience in a related field, such as financial services, insurance, or sales.
  • Strong communication and interpersonal skills to build trust with clients.
  • Ability to work independently and as part of a team.
  • Flexibility to work at your own pace and use your own network of connections to provide a professional service to clients.

**What We Offer**

  • A self-employed, commission-based role with opportunities for growth and development.
  • A comprehensive training program to ensure you have the skills and knowledge needed to succeed in this role.
  • The support of a experienced team to help you build your client base and achieve your goals.


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