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 estate planning business based in the UK.

We are seeking to recruit and train a number of new consultants to cover areas throughout the country.

Job Role

This self-employed, commission-based role involves educating clients on the importance of having a well-structured Will in place, discussing associated trusts, powers of attorney, and funeral plans.

Once trained, you will be able to work at your own pace and leverage your network of connections, as well as ours, to provide a professional service to clients.

Requirements
  • A background in home service, financial services, insurance services, B2C sales, home party sales, or a desire to return to a working environment after a break.
  • Life experience and an understanding of family dynamics will be advantageous.

We welcome applicants from diverse backgrounds and ages, as long as they possess the necessary skills and experience.

What We Offer

As a consultant with KEPT Assets Ltd, you will have the opportunity to work independently and build a successful career in estate planning.

We provide comprehensive training and support to ensure your success in this role.



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