Estate Planning Specialist
2 weeks ago
Earn 100% of Your Fees, Set Your Own Schedule, and Enjoy Unparalleled Flexibility as a Self-Employed Estate Planner with Beacon Advice. Our comprehensive network provides top-tier training, client acquisition support, and a community of like-minded professionals to ensure your success.
Key Responsibilities:
- Deliver personalized estate planning guidance to clients, tailoring your services to meet each individual's unique goals and needs.
- Draft and review key documents such as wills and trusts, ensuring compliance with current laws.
- Stay updated on estate planning laws and best practices, leveraging training support from Beacon Advice.
Requirements:
- A minimum of 1 year in estate planning or a related field.
- Proven ability to create and review wills, trusts, and other estate documents.
- Excellent communication skills and a passion for delivering top-notch client service.
Take Charge of Your Career with Beacon Advice
As a Beacon Estate Planner, you'll have the autonomy to manage your own client relationships, providing guidance on wills, trusts, and estate planning while being part of a trusted network. Join us today and start building the future you deserve.
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Estate Planning Specialist
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Estate Planning Specialist
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Bognor Regis, West Sussex, United Kingdom Hireo Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate Planning Associate to join our team at Beacon Advice. As a trusted advisor, you will work closely with clients to understand their estate planning goals and create tailored strategies to achieve their objectives.Key ResponsibilitiesProvide expert advice on estate planning, including wills,...
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Bognor Regis, West Sussex, United Kingdom Hireo Full timeUnlock Your Potential as an Estate Planning ProfessionalAt Beacon Advice, we're seeking a skilled Estate Planning Associate to join our team of trusted advisors. As a self-employed professional, you'll operate under our membership model, enjoying the freedom to run your own business while benefiting from our comprehensive support services.Key...
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Bognor Regis, West Sussex, United Kingdom Hireo Full timeUnlock Your Potential as an Estate Planning ProfessionalAt Beacon Advice, we're seeking a skilled Estate Planning Associate to join our team of trusted advisors. As a self-employed professional, you'll operate under our membership model, enjoying the freedom to run your own business while benefiting from our comprehensive support services.Key...
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