Estate Planning Specialist
3 weeks ago
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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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
1 month 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 with 60% of the population lacking wills, the demand for their services is unprecedented.The...
-
Estate Planning Specialist
1 month 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 with 60% of the population lacking wills, the demand for their services is unprecedented.The...
-
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
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...
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