Legacy Planning Specialist

22 hours ago


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

Become a Legacy Planning Specialist with MP Estate Planning (UK) Limited and play a vital role in shaping the financial futures of our clients.

This is an exciting opportunity to join a growing company and work with clients across England and Wales, providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies. With full training and continuous support, you will be well-equipped to deliver exceptional client service and drive business growth.

Job Description:

  • Provide personalized advice on trusts, estates, and inheritance tax to clients.
  • Conduct face-to-face or virtual meetings with clients to assess their estate and legacy planning needs.
  • Leverage our proprietary software to present estate planning solutions and build lasting relationships with clients.
  • Meet personal sales targets while delivering exceptional client service.

Benefits:

  • Estimated Annual Salary: £100,000 - £140,000.
  • Flexible Working Hours: Enjoy the flexibility of working from home while managing your own client portfolio.
  • Comprehensive Training: Gain in-depth knowledge of estate planning and receive ongoing support to develop your skills.


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