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Estate Planning Specialist

2 months ago

York, York City, United Kingdom CITRUS CONNECT LTD Full time

About the Role:

CITRUS CONNECT LTD is seeking a highly skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we are committed to delivering exceptional results for our clients.

Key Responsibilities:

  • Develop and implement comprehensive estate planning strategies for clients
  • Provide expert advice on will writing, probate, and inheritance tax planning
  • Collaborate with cross-functional teams to deliver high-quality services
  • Stay up-to-date with industry developments and best practices

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

Requirements:

  • Proven experience in estate planning or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

Language: English (en-US)