Estate Planning Specialist

15 hours ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time
CITRUS CONNECT LTD:
With over 50 years of experience in financial services, our client has helped thousands secure their assets. The demand for their Estate Planning Consultant services is unprecedented, with a staggering 60% of the UK population lacking wills.

The Role:
In this esteemed position as an Estate Planning Consultant, you will enjoy unparalleled flexibility in your schedule. You will have the freedom to manage your time effectively, allowing you to achieve a better work-life balance. As a seasoned professional in this field, you will be responsible for providing expert advice on will writing and estate planning to clients across the UK.

What We Offer:
A competitive estimated salary of £45,000 - £65,000 per annum, reflecting the expertise and value you will bring to this role. Additionally, you will receive comprehensive training and support to ensure your success in this position.

Skill Requirements:
To excel in this role, you should possess excellent communication skills, both written and verbal. A deep understanding of estate planning principles and practices is essential, as well as the ability to analyze complex situations and provide informed guidance. Your exceptional organizational skills will enable you to manage multiple projects simultaneously and meet deadlines efficiently.

Benefits:
We offer a supportive and collaborative work environment that fosters growth and development. Our team is committed to delivering exceptional results, and we strive to maintain a positive and inclusive workplace culture. Join us and contribute your expertise to our mission of providing world-class estate planning services.

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