Current jobs related to Estate Planning Specialist - Newbury, West Berkshire - KEPT Assets Ltd
-
Estate Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAt KEPT Assets Ltd, we're expanding our team of consultants to cover areas throughout the UK. As an Estate Planning Specialist, you'll play a key role in helping families protect their wealth and assets.With a strong understanding of the complexities of life and the threats to a family's wealth, you'll be able to advise clients on the importance of having...
-
Estate Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAt KEPT Assets Ltd, we're expanding our team of consultants to cover areas throughout the UK. As an Estate Planning Specialist, you'll play a key role in helping families protect their wealth and ensure their legacy is preserved.With a strong understanding of the vagaries of life and the threats to a family's wealth, you'll be able to advise clients on the...
-
Estate Planning Specialist
2 months ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeUnlock Your Potential as an Estate Planning ConsultantAt KEPT Assets Ltd, we're expanding our team of consultants to cover areas throughout the UK. As an Estate Planning Consultant, you'll play a vital role in helping families protect their wealth and ensure a secure financial future.Key Responsibilities:Discuss the importance of having a well-structured...
-
Estate Planning Specialist
2 months ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeUnlock Your Potential as an Estate Planning ConsultantAt KEPT Assets Ltd, we're expanding our team of consultants to cover areas throughout the UK. As an Estate Planning Consultant, you'll play a vital role in helping families protect their wealth and ensure a secure financial future.Key Responsibilities:Discuss the importance of having a well-structured...
-
Estate Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeUnlock Your Potential as a Consultant with KEPT Assets LtdAt KEPT Assets Ltd, we're expanding our team of consultants to cover areas throughout the UK. As an Estate Planning Consultant, you'll play a crucial role in helping families protect their wealth and ensure a secure financial future.Key Responsibilities:Discuss the importance of having the right Will...
-
Estate Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAt KEPT Assets Ltd, we're expanding our team of consultants to cover areas throughout the UK. As an Estate Planning Specialist, you'll play a key role in helping clients protect their wealth and ensure their family's legacy is preserved.With a strong understanding of the vagaries of life and the threats to a family's wealth, you'll be able to advise clients...
-
Estate Planning Specialist
4 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAbout Kept Assets LtdWe are a rapidly expanding estate planning business based in the UK, with a strong presence in Newbury, Berkshire.As part of our growth strategy, we are seeking to recruit and train a number of new consultants to cover various regions across the country.Job RoleThis self-employed, commission-based role involves educating clients on the...
-
Estate Planning Specialist
4 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAbout Kept Assets LtdWe are a rapidly expanding estate planning business based in the UK, with a strong presence in Newbury, Berkshire.As part of our growth strategy, we are seeking to recruit and train a number of new consultants to cover various regions across the country.Job RoleThis self-employed, commission-based role involves educating clients on the...
-
Estate Valuation Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Magnus James Full timeValuation and Sales Expert OpportunityMagnus James, a specialist recruiter for the property industry, is seeking a highly motivated Estate Valuation Specialist to join their team. This is a fantastic opportunity for a passionate Estate Valuation Specialist eager to take the next step in their career and focus on new business. Key Responsibilities:Conduct...
-
Senior Estate Agent Valuer
6 days ago
Newbury, West Berkshire, United Kingdom Magnus James Full timeAn exciting career opportunity has arisen for a skilled Estate Agent Valuer to join Magnus James, a specialist recruiter for the property industry. The successful candidate will be responsible for conducting accurate and comprehensive property valuations for residential properties, generating new opportunities for further instructions, and staying up to date...
-
Senior Estate Agent Valuer
1 month ago
Newbury, West Berkshire, United Kingdom Magnus James Full timeExciting Opportunity for a Valuation SpecialistMagnus James, a specialist recruiter for the property industry, is seeking a highly motivated and experienced Valuation Specialist to join their team. This is a fantastic opportunity for a passionate and driven individual to take the next step in their career and focus on new business.Key...
-
Senior Estate Agent Valuer
1 month ago
Newbury, West Berkshire, United Kingdom Magnus James Full timeExciting Opportunity for a Valuation SpecialistMagnus James, a specialist recruiter for the property industry, is seeking a highly motivated and experienced Valuation Specialist to join their team. This is a fantastic opportunity for a passionate and driven individual to take the next step in their career and focus on new business.Key...
-
Estate Agency Director
3 weeks ago
Newbury, West Berkshire, United Kingdom Brook Street Full timeOur award-winning Estate Agency client is seeking a highly successful and experienced Senior Lettings Manager to join their Newbury office.This is an excellent opportunity for a motivated and enthusiastic individual to excel in a dynamic and expanding Estate Agency with a structured career path.As a Senior Lettings Manager, you will:Maximise branch profit...
-
Estate Agency Director
1 month ago
Newbury, West Berkshire, United Kingdom Brook Street Full timeSenior Lettings Manager OpportunityWe are seeking a highly successful and experienced Senior Lettings Manager to join our award-winning Estate Agency client in Newbury.This is an exceptional opportunity for a motivated and enthusiastic individual who aspires to excel in everything they do. As a Senior Lettings Manager, you will be part of a highly successful...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeAt AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed adviser, you'll work with clients to understand their financial goals and develop tailored strategies for achieving financial independence.Key responsibilities include:Reviewing and responding to clients' changing needs and...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom fish4.co - Jobboard Full timeAs a Financial Planning Specialist at AFH, you will play a key role in helping clients achieve their financial goals. With a focus on client-centric advice, you will work closely with clients to understand their current and future financial needs, and develop tailored financial strategies to guide them towards financial independence.Key responsibilities will...
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeFinancial Planning SpecialistAt AFH Wealth Management, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesReview and respond to clients' changing needs and financial circumstances,...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo: Attivo is a leading Independent Lifestyle Financial Planners. Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you're a private...
-
Senior Estate Agent Valuer
4 weeks ago
Newbury, West Berkshire, United Kingdom Magnus James Full timeExciting Opportunity for a Valuation SpecialistMagnus James, a specialist recruiter for the property industry, is seeking a highly motivated and experienced Valuation Specialist to join their team. This is a fantastic opportunity for a passionate and driven individual to take their career to the next level.Key Responsibilities:Conduct thorough and accurate...
-
Senior Estate Agent Valuer
4 weeks ago
Newbury, West Berkshire, United Kingdom Magnus James Full timeExciting Opportunity for a Valuation SpecialistMagnus James, a specialist recruiter for the property industry, is seeking a highly motivated and experienced Valuation Specialist to join their team. This is a fantastic opportunity for a passionate and driven individual to take their career to the next level.Key Responsibilities:Conduct thorough and accurate...
Estate Planning Specialist
2 months ago
KEPT Assets Ltd is a rapidly expanding estate planning business based in the UK.
We are seeking to recruit and train a number of new consultants to cover areas throughout the country.
Job RoleThis self-employed, commission-based role involves educating clients on the importance of having a well-structured Will in place, discussing associated trusts, powers of attorney, and funeral plans.
Once trained, you will be able to work at your own pace and utilize your professional network to provide a high-quality service to clients.
Requirements- A background in home service, financial services, insurance services, B2C sales, or home party sales
- Life experience and an understanding of family dynamics
Age or gender are not important factors in this role.
What We OfferAs a consultant with KEPT Assets Ltd, you will have the opportunity to work independently and utilize your existing network to provide a professional service to clients.
We welcome applicants from a variety of backgrounds and are committed to providing a supportive and inclusive work environment.
