UK Wills and Estates Consultant
18 hours ago
CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking a UK Wills and Estates Consultant to join our team.
The OpportunityIn this role, you will have the freedom to manage your schedule and work with clients to create effective wills and estate plans. With over 50 years of experience in financial services, our client has helped thousands of individuals achieve their goals.
As a UK Wills and Estates Consultant, you will be responsible for providing expert advice on wills, trusts, and other estate planning tools to clients across the UK. You will work closely with our team to deliver high-quality services and ensure that our clients' needs are met.
We estimate that the salary for this role will be around £58,000 - £70,000 per annum, depending on experience.
Key Responsibilities- Develop and implement effective wills and estate planning strategies for clients;
- Provide expert advice on inheritance tax, probate, and other estate administration issues;
- Work collaboratively with our team to deliver high-quality services;
- Manage your own schedule and prioritize tasks effectively;
We offer a competitive salary and benefits package, including:
- A generous annual salary;
- A comprehensive benefits package;
- Ongoing training and development opportunities;
- A dynamic and supportive work environment;
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