Estate Planning Consultant

4 weeks ago


Sheffield, Sheffield, United Kingdom CITRUS CONNECT LTD Full time

As a seasoned professional in the field of estate planning, you will have the opportunity to make a real difference in people's lives by providing tailored advice and solutions regarding wills and estate management.

The Role:

In this role, you will be responsible for consulting with clients to understand their estate planning needs, building and maintaining strong client relationships, and staying updated on industry regulations and best practices.

Key Responsibilities:
  1. Provide expert advice on wills and estate management to clients.
  2. Build and maintain strong relationships with clients to ensure their ongoing needs are met.
  3. Stay up-to-date with industry regulations and best practices to provide the highest level of service.
Why CITRUS CONNECT LTD?

At CITRUS CONNECT LTD, we value professional growth and client satisfaction. As a member of our team, you will have the opportunity to work with a dedicated team that is passionate about delivering exceptional results.



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