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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, competitive pay, and opportunities for professional growth.
- 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: Work remotely and enjoy a supportive team culture focused on your success.
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.
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 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. Staying updated on changes in laws and best practices will not only enhance your knowledge but also demonstrate your commitment to potential employers.
✨Tip Number 3
Consider obtaining relevant certifications or qualifications that can bolster your expertise in estate planning. This can set you apart from other candidates and show that you are serious about your professional development.
✨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 showcase 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 in your application to show you are a good fit for the role.
Tailor Your CV: Customise your CV to reflect relevant experience in financial services or estate planning. Emphasise any previous roles that involved client consultations, asset management, or legal documentation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure their assets. Mention specific skills that align with the job description, such as communication, empathy, and attention to detail.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.
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 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 mission, 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 success.
