Estate Planning Specialist

4 weeks ago


Swansea, City and County of Swansea, United Kingdom CITRUS CONNECT LTD Full time
Unlock Your Potential as an Estate Planning Consultant

Citrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK, catering to a growing demand for secure asset protection.

With over 50 years of experience in financial services, our client has helped thousands of individuals safeguard their legacies. As a staggering 60% of the population lacks wills, the need for their services has never been more pressing.

The Opportunity:

As an Estate Planning Consultant, you will enjoy a high degree of autonomy over your schedule, allowing you to work efficiently and effectively.

Key Responsibilities:

  • Develop and implement estate planning strategies for clients
  • Provide expert advice on asset protection and wealth management
  • Collaborate with clients to understand their unique needs and goals
  • Stay up-to-date with industry developments and best practices

About Citrus Connect Ltd:

Citrus Connect Ltd is a trusted partner in the UK's financial services sector, dedicated to delivering exceptional results for our clients. Our team of experts is committed to providing personalized service and tailored solutions.



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