Estate Planning & Trusts Consultant: Growth & Impact

Estate Planning & Trusts Consultant: Growth & Impact

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
AFH Financial Group.

At a Glance

  • Tasks: Support clients with estate planning solutions and manage enquiries effectively.
  • Company: AFH Financial Group, a leader in financial services with a focus on growth.
  • Benefits: Competitive salary, bonus scheme, private medical insurance, and career progression.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in clients' lives through estate planning.
  • Qualifications: Strong knowledge of Wills, Trusts, and Estate Planning, plus excellent communication skills.

The predicted salary is between 30000 - 40000 Β£ per year.

AFH Financial Group is seeking a Trust and Estate Planning Consultant for their office in Stevenage. This role involves supporting client enquiries and assisting with estate planning solutions, offering strong career progression for the right candidate.

The ideal candidate will have a robust knowledge of Wills, Trusts, and Estate Planning, alongside excellent communication and time management skills.

The position also provides a competitive salary and a range of benefits including a bonus scheme and private medical insurance.

Estate Planning & Trusts Consultant: Growth & Impact employer: AFH Financial Group.

AFH Financial Group is an exceptional employer, offering a dynamic work environment in Stevenage where employees can thrive and grow. With a strong focus on career progression, competitive salaries, and comprehensive benefits such as a bonus scheme and private medical insurance, we foster a culture of support and development that empowers our team to make a meaningful impact in estate planning and trusts.

AFH Financial Group.

Contact Details:

AFH Financial Group. Recruitment Team

We think you need these skills to ace Estate Planning & Trusts Consultant: Growth & Impact

Knowledge of Wills
Knowledge of Trusts
Estate Planning
Client Enquiry Support
Communication Skills
Time Management Skills
Problem-Solving Skills