Estate Planning Specialist

6 hours ago


Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time

About Us

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Citrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in financial services.

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With a strong focus on helping individuals secure their assets, our team has helped thousands achieve peace of mind for themselves and their loved ones.

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In this role as an Estate Planning Specialist, you will have the autonomy to manage your schedule and work independently, ensuring a better work-life balance.

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The ideal candidate will be responsible for providing expert guidance to clients, helping them navigate the complexities of estate planning and ensure their wishes are carried out.

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Key Responsibilities:

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  • Conduct consultations with clients to understand their estate planning needs\
  • Develop personalized plans to help clients achieve their goals\
  • Collaborate with internal teams to provide comprehensive solutions\
  • Stay up-to-date with industry developments and best practices\
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What We Offer:

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  • A competitive salary of £60,000 - £80,000 per annum, depending on experience\
  • A flexible working arrangement, allowing you to work from home or in the office\
  • Ongoing training and development opportunities to enhance your skills\
  • A dynamic and supportive team environment\
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At Citrus Connect Ltd, we prioritize our employees' well-being and offer a range of benefits to support their physical and mental health, including access to fitness classes, employee assistance programs, and more.



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