Estate Planning Consultantat CITRUS CONNECT LTD
CCITRUS CONNECT LTDPreston
PrestonFull TimeOn-sitePermanent
annual salary£40,000 – £70,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Citrus Connect Ltd, a leader in Will Writing and Estate Planning services. With a rich history and a growing demand, you can make a real difference in people's lives while securing your financial future.
what you'll get
flexible incomeEarnings based on commission
what you'll be doing
1Consult clientsEngage with clients to understand their estate planning needs.
2Develop plansCreate tailored estate plans that meet client requirements.
3Provide adviceOffer expert advice on wills, trusts, and asset protection.
4Build relationshipsCultivate long-term relationships with clients for ongoing support.
what you'll need
experiencePrevious experience in financial services preferred
hoursFull Time
startASAP
CommunicationFinancial knowledgeClient-focusedNegotiationAttention to detail
CITRUS CONNECT LTD is hiring a Estate Planning Consultant in Manchester. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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