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Estate Planning Specialist

2 months ago

Swansea, City and County of Swansea, 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, creating an unprecedented demand for our services.

The Opportunity

In this role as an Estate Planning Consultant, you'll enjoy the freedom to manage your schedule and make a meaningful impact. You'll work with a team that's dedicated to helping individuals and families plan for their future.

Key Responsibilities:

  • Develop and implement estate planning strategies for clients
  • Provide expert advice on will writing and legacy management
  • Work closely with clients to understand their needs and goals
  • Collaborate with the team to deliver exceptional service

About Us

CITRUS CONNECT LTD is a trusted partner in the UK's financial services industry. Our team is passionate about helping individuals and families achieve their goals and secure their legacy.