Estate Planning Specialist
3 days ago
CITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in financial services. With a growing demand for their services, the company offers a unique opportunity for individuals to secure their assets and plan for the future.
Key Responsibilities- As an Estate Planning Consultant, you will be responsible for helping clients create effective estate plans that meet their needs and goals.
- You will work closely with clients to understand their financial situation, family dynamics, and personal values to develop tailored estate plans.
- Excellent communication and interpersonal skills to work effectively with clients.
- A deep understanding of estate planning principles and practices.
- Ability to work independently and as part of a team to achieve business objectives.
The successful candidate will enjoy a competitive salary of £55,000 per annum, plus benefits and opportunities for professional growth and development.
About CITRUS CONNECT LTDCITRUS CONNECT LTD is a trusted provider of Will Writing and Estate Planning services in the UK, dedicated to helping individuals secure their assets and plan for the future.
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Estate Planning Specialist
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Stevenage, Hertfordshire, United Kingdom CITRUS CONNECT LTD Full timeJob OverviewCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK.The company has over 50 years of experience in financial services, having helped thousands secure their assets. With a significant gap in the market, the demand for their services is unprecedented, with an estimated 60% of the population lacking...
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