Financial Legacy Planner

6 hours ago


Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time
Financial Legacy Planner

MP Estate Planning UK is seeking a highly skilled Financial Legacy Planner to help shape the financial futures of our clients. This is a unique opportunity for professionals who are passionate about estate planning and want to make a real difference in people's lives.

The successful candidate will provide expert advice on estate planning strategies and solutions to clients, working closely with them to understand their needs and goals, and developing personalized plans to achieve them. They will also stay up-to-date with changes in legislation and regulations affecting estate planning, and advise clients accordingly.

About the Role
  • Develop and implement effective estate planning strategies and solutions for clients.
  • Build and maintain strong relationships with clients, understanding their needs and goals.
  • Stay up-to-date with industry developments and changes in legislation and regulations.
Requirements
  • Minimum 5 years' experience in estate planning or a related field.
  • Strong understanding of estate planning laws and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
What We Offer
  • A competitive salary of £55,000 per annum, based on experience and location.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.


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