Financial Legacy Advisor

2 days ago


Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time
About Us

MP Estate Planning (UK) Limited is a leading provider of estate planning services. We are committed to delivering exceptional results and providing unparalleled support to our clients.

We are seeking a skilled and experienced Estate Planning Consultant to join our team and help us achieve our mission of securing the financial futures of our clients.

Job Description

This is an exciting opportunity to work with a dynamic and growing company, shaping the future of estate planning and making a real impact on people's lives.

As an Estate Planning Consultant, you will be responsible for:

  • Providing expert advice and guidance to clients on estate planning matters
  • Developing and implementing tailored estate plans to meet client needs
  • Working closely with clients to understand their financial goals and objectives
Requirements

To be considered for this role, you will need:

  • A strong background in estate planning or a related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
Benefits

We offer a competitive salary of £50,000 - £60,000 per annum, depending on experience, plus a range of benefits including:

  • Generous holiday entitlement
  • Ongoing training and development opportunities
  • Opportunities for career progression


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