Legacy Planning Expert

3 weeks ago


Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

As an Estate Planning Consultant at MP Estate Planning UK, you will have the opportunity to make a real difference in the lives of our clients. You will work closely with them to understand their goals and develop tailored plans to achieve those objectives.

About the Role:

This is an exciting opportunity for a motivated and driven professional to join our team and take their career to the next level. You will be responsible for conducting initial consultations with clients, developing and implementing customized estate plans, and providing ongoing support and guidance to clients throughout the planning process.

Responsibilities:

  • Conduct initial consultations with clients to understand their estate planning needs
  • Develop and implement customized estate plans that meet the unique needs of each client
  • Provide ongoing support and guidance to clients throughout the planning process
  • Collaborate with other professionals, such as attorneys and accountants, to ensure comprehensive planning

Requirements:

To be successful in this role, you will need:

  • A bachelor's degree in a related field, such as law or finance
  • Minimum 2 years of experience in estate planning or a related field
  • Strong communication and interpersonal skills
  • The ability to think critically and solve complex problems

Our Company Culture:

We value a culture of collaboration, innovation, and continuous learning. Our team is passionate about making a positive impact on the lives of our clients, and we are committed to providing the best possible service to them.

Salary: £45,000 - £60,000 per annum, depending on experience



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