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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 team with over 50 years of experience in financial services.
- Benefits: Enjoy flexible working hours, remote options, and competitive perks.
- Why this job: Make a real impact by helping people protect their legacies in a growing field.
- Qualifications: No prior experience needed; just a passion for helping others and strong communication skills.
- Other info: Be part of a mission-driven company where your work truly matters.
The predicted salary is between 43200 - 72000 £ 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.
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 relevant seminars or workshops to meet potential colleagues and clients, which can help you gain insights into the industry and make valuable connections.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly evolving field.
✨Tip Number 3
Consider shadowing an experienced Estate Planning Consultant. This hands-on experience can provide you with practical insights into the role and help you understand the nuances of client interactions and case management.
✨Tip Number 4
Prepare thoughtful questions about the company's approach to estate planning and client engagement. This shows your genuine interest in the role and helps you stand out as a candidate who is proactive and engaged.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Estate Planning Consultant position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services, estate planning, or related fields. Use specific examples to demonstrate your expertise and how it aligns with the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for estate planning and your understanding of its importance. Mention why you want to work with this particular company and how you can contribute to their mission.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the estate planning field.
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 are 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 examples from your past experiences where you've successfully explained intricate topics to clients or colleagues, demonstrating your ability to simplify and clarify.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client situations. Think about various scenarios you might encounter in estate planning and prepare thoughtful responses that highlight your problem-solving skills and empathy.
✨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.
