Estate Planning Specialist
3 weeks ago
We are seeking a skilled Estate Planner to join our team at CV-Library. In this role, you will work closely with our financial advisers to provide tailored estate planning solutions to clients. If you have experience in IFA or banking and possess strong written and verbal communication skills, we encourage you to apply.
About the Role
- Liaise regularly with financial advisers in the business
- Conduct meetings with new and existing clients to provide estate planning solutions
- Accurately maintain client records and manage correspondence
- Manage an active caseload and collaborate with involved parties to ensure timely case completion
Requirements
- Experience in IFA or banking
- Strong written and verbal communication skills
- Valid Driver's License and access to a personal vehicle
- Ability to build trusting client relationships and understand client needs
Salary and Benefits
The salary for this role is estimated to be £40,000 - £70,000 per annum, based on industry standards and location. The company also offers flexible working options, comprehensive training, and ongoing support.
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