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, making our services more critical than ever.

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.

Key Responsibilities
  1. Develop and implement estate planning strategies to meet client needs
  2. Collaborate with clients to understand their goals and objectives
  3. Provide expert advice on will writing, asset protection, and succession planning
  4. Stay up-to-date with industry developments and best practices

We're looking for a talented and motivated individual to join our team. If you're passionate about helping others and have a strong background in estate planning, we'd love to hear from you.



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