Estate Planning Specialist

3 weeks ago


Preston, Lancashire, United Kingdom CITRUS CONNECT Full time
Estate Planning Consultant Opportunity

At CITRUS CONNECT, we're leading the way in Will Writing and Estate Planning services in the UK, a field that's more critical now than ever. With over 50 years in financial services, we've helped thousands secure their assets. As 60% of the population lacks wills, the demand for our services is unprecedented.

The Role:
In this role as an Estate Planning Consultant, you'll enjoy freedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry, and the chance to make a real impact.

We Offer (Estate Planning Consultant Benefits):
  • Earn Big: £50k £100k OTE, self-employed with uncapped commission.
  • Enjoy Flexibility: Self-managed scheduling and flexible working hours.
  • Receive Top-Notch Training: Full sales, marketing, and product training provided.
  • Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment.
  • Make a Difference: Help secure people's assets and provide peace of mind.
Requirements:
  • Consultative sales approach and entrepreneurial spirit.
  • Strong communication skills and a passion for the industry and sales.
  • Independent, self-motivated, and results-driven individual.


  • Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD seeks a skilled Estate Planning Consultant to develop customized plans for clients, ensuring their wishes are respected.Key Responsibilities:Develop and implement tailored plans for clients.Communicate effectively with clients to understand their needs and preferences.Provide expert guidance on estate planning and will writing.This role...


  • Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD offers a unique opportunity to work in the rapidly growing field of Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, the company has helped thousands secure their assets.The role of an Estate Planning Consultant offers a high degree of autonomy, allowing you to manage your...


  • Preston, Lancashire, United Kingdom CITRUS CONNECT Full time

    Unlock Your Potential as a Estate Planning ConsultantCITRUS CONNECT is seeking a skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we have over 50 years of experience helping individuals secure their assets. With a significant gap in the market, our services are in high...


  • Preston, Lancashire, United Kingdom CITRUS CONNECT Full time

    Career Opportunity:CITRUS CONNECT is seeking a skilled Estate Planning Consultant to join our team in providing top-notch Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is...


  • Preston, Lancashire, United Kingdom CITRUS CONNECT Full time

    Unlock Your Potential as a Financial Legacy AdvisorAt CITRUS CONNECT, we're leading the way in Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for our services is unprecedented.The Opportunity:In...


  • Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Production Planning SpecialistJob Summary: We are seeking an experienced Production Planning Specialist to join our team in Preston. As a key member of our operations team, you will be responsible for supporting everyday planning and stock control, as well as assisting the Demand Planning Manager in implementing a new software package.Key...


  • Preston, Lancashire, United Kingdom Actis Recruitment Full time

    We are seeking a skilled Real Estate Litigation Specialist to join our Property Litigation team. The ideal candidate will have a strong background in commercial property law and experience in handling complex litigation cases.The successful candidate will work closely with our Corporate, Insolvency, and Real Estates Teams to provide tailored and bespoke...


  • Preston, Lancashire, United Kingdom NPA Recruit LTD Full time

    Job Title: Private Client SolicitorJob Summary:We are seeking a highly skilled Private Client Solicitor to join our team at NPA Recruit LTD. As a Private Client Solicitor, you will be responsible for providing expert advice and guidance to clients on a range of private client matters, including wills, estate planning, and probate.Key Responsibilities:Conduct...


  • Preston, Lancashire, United Kingdom NPA Recruit LTD Full time

    Job Title: Private Client SolicitorJob Summary:We are seeking a skilled Private Client Solicitor to join our team at NPA Recruit LTD. As a Private Client Solicitor, you will be responsible for providing expert advice and guidance to clients on a range of private client matters, including wills, estate planning, and probate.Key Responsibilities:Conduct client...


  • Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    Finance Business Partner Role OverviewAt Hays Specialist Recruitment Limited, we're committed to fostering a diverse and inclusive culture, welcoming individuals from all backgrounds to contribute to our ongoing growth and development. As a Finance Business Partner, you will work closely with senior stakeholders, providing influential financial insights to...


  • Preston, Lancashire, United Kingdom Actis Recruitment Full time

    Lancashire based Actis Legal is a niche firm offering excellent quality work and flexibility. The highly successful commercial practice is characterised by progressive and sophisticated management and future development plans.The exceptional reputation in a specific sector attracts top-quality instructions, and due to expansion, a new opportunity has arisen...


  • Preston, Lancashire, United Kingdom Elvis Eckardt Recruitment & Sales Solutions Limited Full time

    About the RoleAs a Property Valuer, you will focus on generating new and repeat business, gaining new instructions for properties to market, preparing property brochures, and delivering exceptional service to clients. You will be expected to drive market share growth, support business development initiatives, conduct quality property valuations, and secure...


  • Preston, Lancashire, United Kingdom Elvis Eckardt Recruitment & Sales Solutions Limited Full time

    We are seeking a highly skilled Property Valuer to join our team at Elvis Eckardt Recruitment & Sales Solutions Limited.Job OverviewThis role involves delivering exceptional service to clients, building strong relationships with vendors, and achieving targets in property valuations and instructions.The ideal candidate will have prior experience in real...


  • Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

    JohnstonGreer Ltd is seeking a skilled Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners, professionals, and their families.The ideal candidate will have experience in providing holistic financial planning, operating across...


  • Preston, Lancashire, United Kingdom https:www.energyjobline.comsitemap Full time

    Programme Delivery OpportunitySellafield Ltd has awarded a 20-year contract to four organisations, with KBR acting as the Integration Partner. The Programme and Project Partners (PPP) has been developed to make the Sellafield site safer, sooner. KBR Ltd is playing an integral part in the delivery of PPP, leading on the delivery & controls of numerous...


  • Preston, Lancashire, United Kingdom Reeds Rains Full time

    Company OverviewReeds Rains is a specialist in property services, dedicated to providing growth and development for independent estate and letting agents.We are passionate about people as we are about property and are committed to supporting and developing our colleagues' careers aspirations, training and development.Our Property Management Centre in Bamber...


  • Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...


  • Preston, Lancashire, United Kingdom Holdens Estate Agents Full time

    Holdens Estate Agents is an independent and family-owned business, offering a unique approach to property sales and lettings. For this role, we are seeking a skilled Sales and Lettings Negotiator to join our team.Key Responsibilities:Answer office phones and handle customer enquiries with a professional and friendly manner.Book market appraisals and...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to provide financial planning services to clients in accordance with the company's propositions. The ideal candidate will have a Chartered or working towards qualification and be able to meet with clients and prospective clients to provide financial planning advice.The job...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for preparing monthly management accounts, assisting with budgets and forward financial planning, and providing a monthly KPI reporting pack for senior management.The ideal candidate will have excellent Excel skills...