Estate Planning Specialist

3 weeks ago


Ipswich, Suffolk, United Kingdom CITRUS CONNECT LTD Full time

Unlock Your Potential as an Estate Planning Consultant

CITRUS CONNECT LTD is seeking a skilled Estate Planning Consultant to join our team. With over 50 years of experience in financial services, our client has helped thousands secure their assets.

In this role, you will have the opportunity to make a real difference in people's lives by providing expert advice on wills, trusts, and estate management. You will consult with clients to understand their estate planning needs and prepare and review legal documents related to estate planning.

Key Responsibilities:

  • Consult with clients to understand their estate planning needs
  • Provide expert advice on wills, trusts, and estate management
  • Prepare and review legal documents related to estate planning
  • Stay updated on changes in estate planning laws and regulations

Requirements:

  • Proven experience in estate planning or a related field
  • Relevant qualifications or certifications in estate planning are a plus

If you are passionate about helping others secure their future, we encourage you to apply today.



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