Estate Planning Advisor
4 days ago
In this role, you will leverage your expertise in estate planning to help individuals secure their assets and make informed decisions about their financial legacies.
Key Responsibilities:- Provide expert advice on will writing and estate planning
- Help clients understand the importance of securing their assets
- Work with clients to create personalized estate plans
To succeed in this role, you will need:
- Extensive knowledge of estate planning and will writing
- Strong communication and interpersonal skills
- Able to work independently and manage multiple client relationships
We offer a competitive salary range of £60,000 - £80,000 per annum, depending on experience. You will also receive a comprehensive benefits package, including health insurance, retirement savings plan, and generous paid time off.
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Estate Planning Advisor
4 days ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeJob OverviewCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, catering to the increasing demand for secure asset protection.About the RoleWe are seeking an experienced Estate Planning Consultant to join our team. As a key member, you will have the freedom to manage your schedule and work independently.Key...
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Estate Planning Specialist
4 days ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeJob Summary:Estate Planning Consultants play a vital role in helping individuals secure their assets and ensure a smooth transition for loved ones. In this challenging yet rewarding career, you will have the freedom to manage your schedule and work independently with clients to understand their unique needs.About Us:CITRUS CONNECT LTD has been providing Will...
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Estate Planning Specialist
2 weeks ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeWe are seeking a highly skilled Estate Planning Consultant to join our team at CITRUS CONNECT LTD. As an Estate Planning Consultant, you will have the freedom to manage your schedule while working on a field that is more critical now than ever.With over 50 years in financial services, our client has helped thousands secure their assets. The demand for their...
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Estate Planning Specialist
2 months ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeCITRUS CONNECT LTD offers a unique opportunity to work in the rapidly growing field of Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, the company has helped thousands secure their assets.The role of an Estate Planning Consultant offers a high degree of autonomy, allowing you to manage your...
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Estate Planning Specialist
7 days ago
Preston, Lancashire, United Kingdom Realm Recruit Limited Full timeJob Summary: Realm Recruit Limited is seeking an experienced Estate Planning Specialist to join our dedicated team of professionals. As an Estate Planning Specialist, you will be responsible for creating and implementing tailored estate plans that cater to the unique needs of our high-net-worth clients.In this role, you will have the opportunity to work...
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Estate Planning Specialist
2 weeks ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeAbout Us\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 strong focus on helping individuals secure their assets, our team has helped thousands achieve peace of mind for themselves and their loved ones.\In this role as an Estate Planning...
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Estate Planning Specialist
4 days ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeCompany Overview: As a leading provider of will writing and estate planning services in the UK, CITRUS CONNECT LTD has over 50 years of experience helping individuals secure their assets. With an unprecedented demand for these services, our client is seeking a skilled Estate Planning Consultant to join their team.">Salary: The estimated salary for this role...
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Wills Trusts and Estates Legal Advisor
1 week ago
Preston, Lancashire, United Kingdom Marsden Rawsthorn Solicitors Limited Full timeJob DescriptionWe are seeking a highly skilled and experienced legal advisor to join our team as a wills, trusts, and estates specialist. As a member of our team, you will be responsible for handling complex cases involving wills, trusts, and estates.The successful candidate will have a strong understanding of the law, excellent communication skills, and the...
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Probate and Estate Planning Specialist
2 weeks ago
Preston, Lancashire, United Kingdom Marsden Rawsthorn Solicitors Limited Full timeAbout the Job DescriptionAs a Wills, Trusts and Estates Solicitor, you will be responsible for handling a variety of cases related to wills, trusts and estates.Key Responsibilities:Preparing and executing wills, trusts and other estate planning documentsAdvising clients on tax implications of wills and trustsRepresenting clients in court proceedings related...
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Will and Asset Protection Advisor
2 weeks ago
Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeWe are looking for a highly motivated and experienced Estate Planning Consultant to join our team at CITRUS CONNECT LTD.In this role, you will have the opportunity to work with clients to understand their estate planning needs and provide expert advice on will writing and asset protection.What We OfferA competitive salary of £40,000 - £55,000 per annum,...
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Preston, Lancashire, United Kingdom Gowlings Solicitors Ltd Full timeGowlings Solicitors Ltd is a renowned law firm in the UK, recruiting skilled professionals to join our expanding property and private client teams.This exciting opportunity is perfect for experienced property and estate planning lawyers/solicitors/legal executives who want to utilise their skills and expertise to deliver exceptional client service.Your key...
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Legacy Management Advisor
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Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full timeJob SummaryThis is an exciting opportunity to join CITRUS CONNECT LTD as an Estate Planning Consultant, where you will be part of a renowned team in the UK's Will Writing and Estate Planning industry.With over 50 years of combined experience, our team has helped thousands of individuals secure their assets, making us a trusted partner in this critical...
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Lancashire Based Real Estate Solicitor
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HR Policy Advisor
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Preston, Lancashire, United Kingdom Agility Resoucing Full timeAbout the RoleWe are seeking an experienced HR Policy Advisor to join our team in Preston. As an HR Policy Advisor, you will play a key role in shaping the company's HR strategies and policies to ensure they align with our business goals.Key responsibilities include:Developing and implementing HR policies and procedures to ensure compliance with relevant...
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Financial Planning Specialist
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Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning OpportunityWe are seeking a highly skilled Private Client Advisor to join our team at Artemis Recruitment Consultants Ltd in Cumbria.To deliver comprehensive financial planning services to clients and prospective clients, aligning with the company's propositions to generate compliant revenue.Maintain and develop strong client...
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Financial Planning Professional
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Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Private Client Advisor to join their team. This role involves meeting with clients and prospective clients to provide financial planning services that align with the company's propositions, resulting in compliant initial and ongoing income.The ideal candidate will have Chartered status or be...
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Financial Planning Professional
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleThis is an exciting opportunity for a talented individual to work as a Private Client Advisor, meeting with clients and prospective clients to provide tailored financial planning solutions that align with company propositions.Key responsibilities include maintaining and developing client relationships, maximizing their potential, and accurately...
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Financial Advisor Opportunities
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Preston, Lancashire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited invites experienced Financial Advisors to join their team in Preston. This home-based role offers a unique opportunity to provide high-quality financial services to existing clients while generating new business opportunities. The ideal candidate will have a proven track record of converting business leads and possess excellent...
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Real Estate Maintenance Coordinator
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