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For Companies At a Glance
- Tasks: Help clients secure their assets through expert estate planning and will writing.
- Company: Join a leading UK firm with over 50 years of experience in financial services.
- Benefits: Enjoy flexible working hours and the chance to make a real impact.
- Why this job: Be part of a vital service that addresses a pressing need in society.
- Qualifications: No specific qualifications required; just a passion for helping others.
- Other info: This role offers the freedom to manage your own schedule.
The predicted salary is between 36000 - 60000 £ per year.
Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.
The Opportunity: In this role as an Estate Planning Consultant, you will have freedom over your schedule.
Estate Planning Consultant employer: CITRUS CONNECT LTD
Contact Detail:
CITRUS CONNECT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Network with professionals in the estate planning and financial services sectors. Attend local seminars or workshops to meet potential colleagues and clients, which can help you gain insights into the industry and increase your chances of landing the job.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. Being knowledgeable about current laws and practices will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider obtaining relevant certifications or training in estate planning. This additional qualification can set you apart from other candidates and show that you are serious about your professional development in this field.
✨Tip Number 4
Prepare for interviews by practising common questions related to estate planning scenarios. Being able to articulate your thought process and problem-solving skills will impress interviewers and demonstrate your suitability for the role.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of an Estate Planning Consultant. Highlight your understanding of will writing and estate planning services in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in financial services or estate planning. Use specific examples that demonstrate your skills and knowledge in this area.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others secure their assets. Mention why you are interested in this role and how your background makes you a suitable candidate.
Highlight Your Flexibility: Since the role offers freedom over your schedule, emphasise your ability to manage time effectively and adapt to client needs. This will show that you are well-suited for the position.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Understand the Importance of Estate Planning
Make sure you grasp the significance of estate planning and will writing. Familiarise yourself with common terms and concepts, as this will show your potential employer that you're genuinely interested in the field and understand its relevance.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, you'll need to communicate complex information clearly. Prepare to demonstrate your ability to explain intricate concepts in a straightforward manner during the interview, perhaps by using examples from your past experiences.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client situations. Think about potential scenarios you might face in this role and prepare thoughtful responses that highlight your problem-solving skills and empathy towards clients' needs.
✨Research the Company’s Values and Services
Take the time to learn about the company’s history, values, and the specific services they offer. This knowledge will not only help you tailor your answers but also demonstrate your enthusiasm for joining their team and contributing to their mission.
