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Wealth Management Advisor
2 months ago
Become part of a prestigious organization specializing in Will Writing and Estate Planning services across the UK, a sector that has become increasingly vital. If your qualifications and expertise align with the requirements outlined in this overview, we encourage you to consider this opportunity.
About the Company:
With over five decades of experience in the financial services industry, our client has successfully assisted countless individuals in safeguarding their assets. Notably, with a significant portion of the population lacking wills, the need for their services is at an all-time high.
The Role:
As a Wealth Management Advisor, you will enjoy flexibility in your schedule, allowing you to manage your time effectively while making a meaningful impact in clients' lives. Your role will involve guiding clients through the intricacies of estate planning, ensuring they have the necessary tools to secure their legacies.
Key Responsibilities:
1. Provide expert advice on estate planning strategies.
2. Assist clients in understanding the importance of wills and trusts.
3. Build and maintain strong client relationships.
4. Stay updated on industry regulations and best practices.
Embrace this opportunity to contribute to a crucial field while working with a dedicated team at CITRUS CONNECT LTD.
