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Estate Planning Specialist

1 month ago

York, York City, United Kingdom CITRUS CONNECT LTD Full time
Job Overview

CITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join their team. As a leading provider of Will Writing and Estate Planning services in the UK, the company has over 50 years of experience in financial services and has helped thousands of individuals secure their assets.

The role offers a high degree of autonomy, allowing the successful candidate to manage their schedule effectively. The company's services are in high demand, with 60% of the population lacking wills, making this a unique opportunity for a motivated and experienced professional.

Key Responsibilities:

  • Providing expert advice on estate planning and will writing
  • Developing and implementing effective estate planning strategies
  • Building strong relationships with clients to understand their needs and preferences

Requirements:

  • Proven experience in estate planning and will writing
  • Strong knowledge of UK financial services and regulations
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment