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:
1. Consulting with clients to understand their estate planning needs.
2. Providing tailored advice and solutions.
3. Building and maintaining strong client relationships.
4. Staying updated on relevant legislation and best practices.
Qualifications:
1. Strong communication and interpersonal skills.
2. Experience in financial services or estate planning preferred.
3. Ability to work independently and manage time effectively.
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