Estate Planning Specialist
1 month ago
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 OpportunityIn 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- Develop and implement estate planning strategies to meet client needs
- Provide expert advice on will writing, inheritance tax planning, and asset protection
- Work closely with clients to understand their goals and objectives
- 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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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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, making our services more critical than ever.The OpportunityIn this role as an Estate...
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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, making our services more critical than ever.The OpportunityIn this role as an Estate...
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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 OpportunityIn this role as...
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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 our services.The OpportunityIn this role as an...
-
Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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 OpportunityIn this role as...
-
Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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 our services.The OpportunityIn this role as an...
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Estate Planning Specialist
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Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and work in a dynamic environment where you can make a real difference in people's lives.Our client has over 50 years of experience in financial services and has helped thousands of individuals secure their assets. With the increasing demand for...
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Estate Planning Specialist
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Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeThe OpportunityIn this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and work in a dynamic environment where you can make a real difference in people's lives.Our client has over 50 years of experience in financial services and has helped thousands of individuals secure their assets. With the increasing demand for...
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Estate Planning Specialist
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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 OpportunityIn this role as...
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeUnlock Your LegacyAt 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 OpportunityIn this role as...
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Estate Planning Specialist
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Preston, Lancashire, United Kingdom CITRUS CONNECT Full timeUnlock Your Potential as a Estate Planning ConsultantCITRUS CONNECT is seeking a skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we have over 50 years of experience helping individuals secure their assets. With a significant gap in the market, our services are in high...
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeThe Opportunity:As a seasoned Estate Planning Consultant with CITRUS CONNECT LTD, you will have the freedom to shape your schedule and excel in a field that has never been more critical. 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...
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Estate Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeThe Opportunity:As a seasoned Estate Planning Consultant with CITRUS CONNECT LTD, you will have the freedom to shape your schedule and excel in a field that has never been more critical. 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...
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Estate Planning Specialist
1 week ago
Preston, Lancashire, United Kingdom CITRUS CONNECT Full timeCareer Opportunity:CITRUS CONNECT is seeking a skilled Estate Planning Consultant to join our team in providing top-notch 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. As 60% of the population lacks wills, the demand for their services is...
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Estate Planning Specialist
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Preston, Lancashire, United Kingdom CITRUS CONNECT Full timeUnlock Your Potential as a Financial Legacy AdvisorAt CITRUS CONNECT, 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. As 60% of the population lacks wills, the demand for our services is unprecedented.The Opportunity:In...
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