Estate Planning Specialist

1 month ago


Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time
Unlock Your Legacy

At 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 their services.

The Opportunity

In this role as an Estate Planning Consultant, you'll enjoy the freedom to manage your schedule and focus on delivering exceptional results. You'll be part of a team that's dedicated to helping individuals and families protect their legacies and secure their futures.

Key Responsibilities
  1. Develop and implement estate planning strategies to meet client needs
  2. Provide expert advice on will writing, inheritance tax planning, and asset protection
  3. Work closely with clients to understand their goals and objectives
  4. Collaborate with internal teams to deliver seamless client experiences

We're looking for a talented and motivated individual to join our team. If you're passionate about estate planning and want to make a real difference in people's lives, we'd love to hear from you.



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