Estate Planning Specialist

3 weeks 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 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 has helped thousands of individuals secure their assets and ensure their wishes are respected. With 60% of the population lacking wills, the demand for their services is unprecedented.

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 tailored estate planning strategies
  • Stay up-to-date with changes in legislation and regulations

About Us:

Citrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK. Our team of experts is dedicated to helping individuals and families secure their assets and ensure their wishes are respected.

We are committed to providing exceptional service and support to our clients, and we are looking for talented individuals to join our team.



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