Legacy Planning Advisor

24 hours ago


Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full time
Job Description

We are seeking a highly motivated and driven Legacy Planning Advisor to join our team in a growing industry. The ideal candidate will have previous sales experience and be comfortable using sales software and digital tools to streamline the planning process.

  • Key Responsibilities:
  • Conduct face-to-face or virtual meetings with clients to assess their estate and legacy planning needs.
  • Provide personalized advice on trusts, estates and inheritance tax.
  • Leverage MP EstatePro, our proprietary software, to present estate planning solutions and build lasting relationships with clients.


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