Trust and Legacy Advisor
3 weeks ago
This is an exciting opportunity to make a meaningful impact on clients' lives while achieving your own financial success as a Trust and Legacy Advisor with MP Estate Planning (UK) Limited.
Job DescriptionWe are looking for a highly motivated and experienced individual to join our team as a Trust and Legacy Advisor. The ideal candidate will have previous sales experience and be able to thrive in a fast-paced environment.
Responsibilities- Conduct face-to-face or virtual meetings with clients to assess their estate and legacy planning needs.
- Provide tailored advice on trusts, estates, and inheritance tax.
- Leverage MP EstatePro, our proprietary software, to present estate planning solutions and build lasting relationships with clients.
- Meet personal sales targets while delivering exceptional client service.
- Estimated Salary Range: £50,000 - £150,000 per year.
- Flexible Work Environment: Enjoy working from home while managing your own client portfolio.
- National Reach: Work with clients across England and Wales, gaining experience and exposure to a wide range of cases.
As part of the selection process, applicants will be required to complete a brief assessment to help us better understand your problem-solving skills and ability to communicate effectively.
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