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Will Writing Specialist

4 weeks ago


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

CITRUS CONNECT LTD is looking for a skilled Estate Planning Consultant to join their team. As an expert in will writing and estate planning, you will have the opportunity to work with a leading provider of these services in the UK.

This role offers a competitive salary of £48,000 - £58,000 per annum, based on experience. You will have the freedom to manage your schedule, allowing for a great work-life balance. The company has over 50 years of experience in financial services, having helped thousands secure their assets.

Key Responsibilities:

  • Provide expert advice on will writing and estate planning to clients
  • Work closely with clients to understand their needs and preferences
  • Develop and implement tailored estate planning solutions
  • Exceed client expectations by providing exceptional service

The demand for will writing and estate planning services is at an all-time high, with 60% of the population lacking wills. This presents a unique opportunity for a motivated individual with excellent communication skills and a passion for estate planning.