Job Description
Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. The Opportunity: In this role as an Estate Planning Consultant, you will have freedom over your schedule, fantastic opportunities to grow your client base, and the ability to make a significant impact on people's lives. Responsibilities include: Consulting with clients to understand their estate planning needs. Providing tailored advice and solutions. Building and maintaining strong client relationships. Staying updated on relevant legislation and best practices. Qualifications: Strong communication and interpersonal skills. Experience in financial services or estate planning preferred. Ability to work independently and manage time effectively.
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Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. The Opportunity: In this role as an Estate Planning Consultant, you will have freedom over your schedule, fantastic opportunities to grow your client base, and the ability to make a significant impact on people's lives. Responsibilities include: Consulting with clients to understand their estate planning needs. Providing tailored advice and solutions. Building and maintaining strong client relationships. Staying updated on relevant legislation and best practices. Qualifications: Strong communication and interpersonal skills. Experience in financial services or estate planning preferred. Ability to work independently and manage time effectively.
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