Estate Planning Specialist

4 weeks ago


Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time
The Opportunity

In this role as an Estate Planning Consultant, you will have the autonomy to manage your schedule and work in a dynamic environment where you can make a real difference in people's lives.

Our client has over 50 years of experience in financial services and has helped thousands of individuals secure their assets. With the increasing demand for will writing and estate planning services, this is an unprecedented opportunity to join a leading team in the UK.

Key Responsibilities:

  • Work with clients to understand their estate planning needs and provide tailored solutions.
  • Develop and maintain relationships with clients to ensure their ongoing satisfaction.
  • Stay up-to-date with industry developments and best practices to provide expert advice.

What You'll Gain:

  • A dynamic and supportive work environment.
  • The opportunity to work with a leading team in the UK.
  • Professional development and training to enhance your skills and knowledge.

About Us:

CITRUS CONNECT LTD is a leading provider of will writing and estate planning services in the UK. With a strong reputation for excellence and a commitment to customer satisfaction, we are the perfect place to launch or advance your career.



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