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Estate Planning Specialist

2 months ago


Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full time

Kept Assets Ltd is a rapidly expanding estate planning business based in the UK. We are seeking a self-employed, commission-based Estate Planning Consultant to join our team. As a consultant, you will work with clients to understand their family dynamics and develop strategies to protect their wealth. This role involves discussing the importance of having the right Will in place, associated trusts, powers of attorney, and funeral plans. You will work at your own pace and use your network of connections to provide a professional service to clients. We welcome applicants from various backgrounds, including home service, financial services, insurance services, B2C sales, and home party sales. If you have life experience and an understanding of family dynamics, you will be a strong candidate for this role. We offer a flexible and autonomous work environment, allowing you to work at your own pace and utilize your skills to provide exceptional service to clients. If you are passionate about helping families preserve their wealth and legacy, we encourage you to apply for this exciting opportunity.