About Us
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Citrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in financial services.
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With a strong focus on helping individuals secure their assets, our team has helped thousands achieve peace of mind for themselves and their loved ones.
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In this role as an Estate Planning Specialist, you will have the autonomy to manage your schedule and work independently, ensuring a better work-life balance.
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The ideal candidate will be responsible for providing expert guidance to clients, helping them navigate the complexities of estate planning and ensure their wishes are carried out.
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Key Responsibilities:
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* Conduct consultations with clients to understand their estate planning needs
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* Develop personalized plans to help clients achieve their goals
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* Collaborate with internal teams to provide comprehensive solutions
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* Stay up-to-date with industry developments and best practices
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What We Offer:
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* A competitive salary of £60,000 - £80,000 per annum, depending on experience
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* A flexible working arrangement, allowing you to work from home or in the office
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* Ongoing training and development opportunities to enhance your skills
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* A dynamic and supportive team environment
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At Citrus Connect Ltd, we prioritize our employees' well-being and offer a range of benefits to support their physical and mental health, including access to fitness classes, employee assistance programs, and more.