Estate Planning Advisor

19 hours ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time
About the Opportunity

We are seeking an experienced Estate Planning Consultant to join our team at CITRUS CONNECT LTD. In this role, you will have the freedom to work independently and manage your schedule effectively.

Job Description

As a key member of our Will Writing and Estate Planning services team, you will be responsible for helping individuals secure their assets and create effective estate plans. With over 50 years of experience in financial services, we have developed a deep understanding of the importance of legacy management.

Key Responsibilities
  • Develop and implement estate plans that meet clients' needs and goals.
  • Provide expert advice on will writing, probate, and inheritance tax planning.
  • Build strong relationships with clients to understand their unique circumstances and preferences.
Benefits

We offer a competitive salary, flexible working arrangements, and opportunities for professional growth and development. If you are a motivated and experienced individual looking for a challenging and rewarding role, please apply.



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