Estate Planning Specialist

3 weeks ago


Watford, Hertfordshire, United Kingdom CITRUS CONNECT LTD Full time
Job Opportunity

CITRUS CONNECT LTD is seeking a skilled Estate Planning Consultant to join their team. With over 50 years of experience in financial services, the company has helped thousands secure their assets.

The demand for their services is unprecedented, with 60% of the population lacking wills. As an Estate Planning Consultant, you will have the freedom to manage your schedule and work on a wide range of projects.

The Role:

  • Develop and implement estate planning strategies for clients
  • Provide expert advice on will writing and estate planning services
  • Work closely with the team to deliver exceptional client service

What You'll Need:

  • Strong knowledge of estate planning and will writing services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

About CITRUS CONNECT LTD:

CITRUS CONNECT LTD is a leading provider of will writing and estate planning services in the UK. With a strong reputation for excellence, the company is committed to delivering exceptional client service and helping individuals secure their assets.



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