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Estate Planning Specialist

2 months ago

West Blatchington, Brighton and Hove, United Kingdom CITRUS CONNECT LTD Full time
About the Role

CITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.

Key Responsibilities
  • Develop and implement effective estate planning strategies for clients
  • Provide expert advice on will writing, probate, and inheritance tax planning
  • Build and maintain strong relationships with clients and stakeholders
  • Stay up-to-date with changes in financial services regulations and best practices
What We Offer

As an Estate Planning Consultant with CITRUS CONNECT LTD, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional results. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.

Requirements
  • Proven experience in estate planning, will writing, or a related field
  • Strong knowledge of financial services regulations and best practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team