Senior Wealth Protection Specialist

2 weeks ago


Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time
Job Overview

CITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, catering to an unprecedented demand for their expertise. With over 50 years in financial services, they have helped thousands secure their assets.

Salary & Benefits

The successful candidate can expect a competitive salary in excess of £40,000 per annum, depending on experience. A range of benefits will also be offered, including flexible working hours and opportunities for professional growth.

Key Responsibilities
  • Deliver exceptional estate planning services to clients across the UK.
  • Conduct thorough assessments of client needs and develop tailored solutions.
  • Collaborate with colleagues to ensure seamless delivery of services.
Requirements

To succeed in this role, you will need:

  • A strong understanding of estate planning principles and practices.
  • Excellent communication and interpersonal skills.
  • A ability to work independently and as part of a team.
About CITRUS CONNECT LTD

CITRUS CONNECT LTD is committed to providing outstanding service to its clients. As a key member of their team, you will have the opportunity to make a real difference in people's lives.



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