About Us
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Citrus Connect Ltd has been serving the UK market for over five decades, providing expert Will Writing and Estate Planning services to individuals seeking peace of mind.
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As a Legacy Management Expert, you will play a critical role in helping clients protect their assets, establish clear intentions, and empower their loved ones to make informed decisions.
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This is an excellent opportunity to leverage your expertise and passion for estate planning to drive growth, build lasting relationships, and deliver exceptional results.
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Key Responsibilities:
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* Design and implement customized estate planning strategies for clients
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* Collaborate with cross-functional teams to develop innovative solutions
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* Analyze industry trends, regulatory changes, and market dynamics to inform your approach
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* Provide exceptional client service, ensuring timely communication and resolution of queries
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Salary & Benefits:
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We offer a highly competitive salary of £55,000 - £75,000 per annum, commensurate with experience, plus a generous benefits package, including access to top-tier training, flexible working arrangements, and a stimulating team environment.