Asset Management Coordinator

4 hours ago


Maidstone, Kent, United Kingdom CV-Library Full time
Legacy Planning Position

We are a successful growth-focused company in the South of the UK, seeking a talented Estate Planner to join our team. As an Estate Planner, you will work closely with our financial advisers to deliver high-quality estate planning solutions to clients. If you have a background in IFA or banking and possess excellent written and verbal communication skills, we invite you to apply.

Job Details

  • Location: Maidstone, Kent
  • Contract: Permanent
  • Hours: Full Time

Skills and Qualifications

  1. Background in IFA or banking
  2. Excellent written and verbal communication skills
  3. Valid Driver's License and access to a personal vehicle
  4. Ability to build trusting client relationships and understand client needs


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