Bolland Wealth Management Associate Partner Practice of St. James’s Place Wealth Management Hinckley, England, United Kingdom
Company Description
Bolland Wealth Management is an appointed representative of St. James’s Place Wealth Management. We offer high-quality bespoke advice to our existing clients and prospects throughout the UK.
Role Description
This is a business partnership opportunity to establish an estate planning business alongside our already established financial planning business to assist our growing client bank with the creation of Wills and trusts, lasting powers of attorney and other estate planning services. The offer being made in this job description is for a stake in a new company with guaranteed leads and clients to work with, which will be fed via our financial planning business.
Qualifications
* Estate Planning, Financial Planning, and Finance skills
* Experience with Will writing, trusts, and LPA production
* Strong analytical and problem-solving skills
* Attention to detail and excellent organizational skills
* Ability to communicate complex estate planning concepts effectively
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