Estate Planning Specialist

5 hours ago


Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time
Job Title: Estate Planning Specialist

We are seeking an experienced and skilled Estate Planning Specialist to join MP Estate Planning UK. The successful candidate will play a key role in shaping the financial futures of our clients, helping them secure their legacy and build lasting relationships with their loved ones.

This is an exciting opportunity for professionals who are passionate about estate planning and want to make a real difference in people's lives.

About the Role
  • Provide expert advice on estate planning strategies and solutions to clients.
  • Work closely with clients to understand their needs and goals, and develop personalized plans to achieve them.
  • Stay up-to-date with changes in legislation and regulations affecting estate planning, and advise clients accordingly.
Requirements
  • Minimum 5 years' experience in estate planning or a related field.
  • Strong understanding of estate planning laws and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
What We Offer
  • A competitive salary of £50,000 per annum, based on experience and location.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.


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