Estate Planning Specialist

5 days ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking an Estate Planning Specialist to join our team.

The Opportunity

In this role, you will have the freedom to manage your schedule and work with clients to secure their assets. With over 50 years of experience in financial services, our client has helped thousands of individuals achieve their goals.

As an Estate Planning Specialist, you will be responsible for providing expert advice on wills and estate planning to clients across the UK. You will work closely with our team to deliver high-quality services and ensure that our clients' needs are met.

We estimate that the salary for this role will be around £55,000 - £65,000 per annum, depending on experience.

  • Develop and implement effective estate planning strategies for clients;
  • Provide expert advice on wills, trusts, and other estate planning tools;
  • Work collaboratively with our team to deliver high-quality services;
  • Manage your own schedule and prioritize tasks effectively;

We offer a competitive salary and benefits package, including:

  • A generous annual salary;
  • A comprehensive benefits package;
  • Ongoing training and development opportunities;
  • A dynamic and supportive work environment;


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