Estate Planning Expert

3 weeks ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time
Job Description

CITRUS CONNECT LTD is seeking an experienced Estate Planning Consultant to join their team. This role offers a unique opportunity to work with a leading provider of Will Writing and Estate Planning services in the UK, a field that has become increasingly critical.

The successful candidate will have the freedom to manage their schedule, allowing for a great work-life balance. The company has over 50 years of experience in financial services, having helped thousands secure their assets. With 60% of the population lacking wills, the demand for their services is unprecedented.

The Opportunity:

In this role as an Estate Planning Consultant, you will have the autonomy to oversee your caseload, working closely with clients to provide tailored estate planning solutions. You will also be responsible for ensuring that all clients receive exceptional service, exceeding their expectations.

The estimated salary for this position is £45,000 - £55,000 per annum, depending on experience. If you are a motivated individual with excellent communication skills and a passion for estate planning, we encourage you to apply.



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