Estate Planning Specialist

3 days ago


Stevenage, Hertfordshire, United Kingdom CITRUS CONNECT LTD Full time
Job Overview

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.
Requirements
  • 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.
Benefits

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 LTD

CITRUS 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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