Financial Futures Advisor

2 days ago


Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full time
Estate Planning Consultant Opportunity

The ideal candidate will have experience in sales, preferably in a face-to-face or virtual setting, and be driven by targets and performance-based earnings. You will work closely with clients to understand their estate and legacy planning needs and provide tailored advice on trusts, estates, and inheritance tax. Additionally, you will leverage our proprietary software, MP EstatePro, to present estate planning solutions and build lasting relationships with clients.



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