Will Writing and Asset Protection Professional

1 week ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time
About the Role

CITRUS CONNECT LTD invites applications for an Experienced Will Writer and Estate Planner. This challenging yet rewarding role requires expertise in creating tailored wills and offering personalized estate planning advice to clients.

You will work closely with a dynamic team to deliver top-notch services, capitalizing on the company's reputation and extensive experience in financial services.

Your Responsibilities:

  • Develop and maintain strong relationships with clients to understand their needs and preferences.
  • Conduct thorough consultations to create customized wills and provide actionable estate planning guidance.
  • Collaborate with colleagues to ensure seamless service delivery and address client concerns efficiently.

With a competitive estimated annual salary of approximately £60,000 - £75,000, this is an excellent opportunity to advance your career in estate planning.



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