Estate Planning Specialist
6 hours ago
About Us
\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.
\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.
\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.
\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.
\Key Responsibilities:
\- \
- 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\
What We Offer:
\- \
- 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\
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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