Estate Planner

13 hours ago


Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full time
Empower Families as an Estate Planner

Unlock a fulfilling career as a Will & Estate Planner, where you'll play a crucial role in guiding clients through the complex world of estate planning.

As a Will & Estate Planner, you'll help clients create wills, establish trusts, and understand the importance of lasting powers of attorney.

Enjoy a rewarding opportunity to make a real difference in people's lives while building a successful and fulfilling career.

Key Benefits:

  • Exceptional Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.
  • Be Your Own Boss: Enjoy the freedom and flexibility of self-employment. Manage your own schedule and work on your terms.
  • Comprehensive Training and Support: Receive world-class training in sales, marketing, and estate planning to set you up for success.
  • Make a Meaningful Impact: Help families protect their assets and secure their futures.

About the Company:

Citrus Connect Recruitment is dedicated to providing families with peace of mind, ensuring their assets are protected for generations to come. With a mission to help everyone secure their legacy, they are leading the way in a vital and growing industry.

Your Role:

  • Conduct engaging online and face-to-face consultations to understand clients' needs and provide expert advice.
  • Draft wills and other essential estate planning documents with accuracy and attention to detail.
  • Promote and upsell valuable services like Lasting Powers of Attorney, Trusts, Funeral Plans, and Document Storage.

This is a unique opportunity to embark on a recession-proof career that empowers families and builds a rewarding career.



  • Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full time

    Unlock a Secure Financial Future as a Will & Estate PlannerAbout the Role:As a Will & Estate Planner, you'll provide expert guidance to clients, helping them navigate estate planning, create wills, establish trusts, and understand lasting powers of attorney.Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.Company...


  • Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full time

    Empower Families as a Will & Estate Planner and Achieve £50-£100k OTE UncappedAbout the Job:As a Will & Estate Planner, you'll help families protect their assets and secure their futures by providing expert guidance on estate planning, creating wills, establishing trusts, and understanding lasting powers of attorney.Earning Potential: £50,000 - £100,000+...


  • Sheffield, Sheffield, United Kingdom Churchill Executive Full time

    Job Title:Financial Planner SpecialistCompany Overview:Churchill Executive is a well-established, independent financial planning firm that specializes in providing tailored financial advice to private clients, families, and businesses.The organization is dedicated to delivering bespoke solutions across investment management, pension planning, inheritance tax...


  • Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full time

    Become a Successful Will & Estate Planner and Earn Up to £100k+About the Company:This esteemed company has transformed the Will Writing and Estate Planning industry in the UK, providing families with peace of mind and ensuring their assets are protected for over 50 years.Job Description:As a Will & Estate Planner, you will empower families by guiding them...


  • Sheffield, Sheffield, United Kingdom Successionwealth Full time

    At Successionwealth, we're seeking a highly skilled Paraplanner to provide vital support to our Financial Planners. This role offers the opportunity to work with a talented team and contribute to delivering exceptional client experiences.About the Role:The successful candidate will be responsible for liaising with policy providers, obtaining policy...


  • Sheffield, Sheffield, United Kingdom Successionwealth Full time

    We are seeking an experienced Financial Planning Assistant Manager to join our team at Successionwealth. As a key member of our financial planning team, you will play a crucial role in supporting our Financial Planners and ensuring a positive experience for our clients.About the Role:Liaising with policy providers for policy details, obtaining policy...

  • Legacy Planner

    3 weeks ago


    Sheffield, United Kingdom CITRUS CONNECT LTD Full time

    Create Lasting Legacies as a Legacy PlannerCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK. We are currently seeking a skilled Legacy Planner to join our team. As a Legacy Planner, you will play a critical role in helping our clients secure their assets and create lasting legacies for their loved ones. In this...


  • Sheffield, United Kingdom Centurion EPG Full time

    **Job description** **Estate Planner - Centurion EPG** **UK Locations** **Self Employed (OTE - £70,000 - £100,000 - Uncapped Commission)** **The Company** At Centurion EPG, we can help you arrange everything you need to make it easy for your family both in life and when you pass. We can help you arrange Wills, Powers of Attorney, Estate Planning Trusts...


  • Sheffield, United Kingdom Handelsbanken Wealth & Asset Management Full time

    Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and...


  • Sheffield, United Kingdom Tempest Jones Full time

    **Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

  • Financial Advisor

    1 day ago


    Sheffield, United Kingdom Churchill Executive Full time

    Company DescriptionOur client is a well-established, independent financial planning firm that specialises in providing tailored financial advice to private clients, families, and businesses. The organisation is dedicated to delivering bespoke solutions across investment management, pension planning, inheritance tax strategies, and estate planning. With a...

  • Financial Advisor

    1 day ago


    Sheffield, United Kingdom Churchill Executive Full time

    Company DescriptionOur client is a well-established, independent financial planning firm that specialises in providing tailored financial advice to private clients, families, and businesses. The organisation is dedicated to delivering bespoke solutions across investment management, pension planning, inheritance tax strategies, and estate planning. With a...

  • Financial Advisor

    1 day ago


    Sheffield, UK, South Yorkshire, United Kingdom Churchill Executive Full time

    Company DescriptionOur client is a well-established, independent financial planning firm that specialises in providing tailored financial advice to private clients, families, and businesses. The organisation is dedicated to delivering bespoke solutions across investment management, pension planning, inheritance tax strategies, and estate planning. With a...