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Estate Planning Specialist

2 months ago

Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full time
The Opportunity

In 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 lacks wills, the demand for their services is unprecedented.

Key Responsibilities:

  • Develop and implement effective estate planning strategies for clients
  • Provide expert advice on will writing, inheritance planning, and asset protection
  • Collaborate with clients to understand their financial goals and objectives
  • Stay up-to-date with industry developments and best practices

About Us:

Citrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK. With a strong commitment to excellence and customer satisfaction, we have established a reputation as a trusted partner for individuals and families seeking to secure their financial futures.