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For Companies At a Glance
- Tasks: Help clients secure their assets through expert estate planning and will writing.
- Company: Leading team in the UK with over 50 years of experience in financial services.
- Benefits: Flexible schedule, competitive pay, and opportunities for personal growth.
- Other info: Join a growing field with high demand and rewarding career prospects.
- Why this job: Make a real difference by helping people protect their legacies.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 30000 - 40000 £ 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.
Locations
Estate Planning Consultant in Norfolk, Norwich 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 in Norfolk, Norwich
✨Tip Number 1
Network like a pro! Reach out to professionals in the estate planning field through LinkedIn or local events. We can’t stress enough how personal connections can lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a portfolio or blog that highlights your knowledge in estate planning. This not only demonstrates your skills but also sets you apart from other candidates.
✨Tip Number 3
Prepare for interviews by practising common questions related to estate planning. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing passionate candidates who are eager to join our team.
We think you need these skills to ace Estate Planning Consultant in Norfolk, Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Estate Planning Consultant role. Highlight any experience in financial services or client management, as this will show us you understand the industry.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about estate planning and how you can contribute to our mission. Be genuine and let your personality come through.
Showcase Your Communication Skills: As an Estate Planning Consultant, you'll need to communicate complex information clearly. In your application, demonstrate your ability to convey ideas effectively, whether through your writing style or examples of past interactions with clients.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process for us but also ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Make sure you understand the ins and outs of estate planning and will writing. Brush up on key terms and recent changes in legislation. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the field.
✨Showcase Your People Skills
As an Estate Planning Consultant, you'll be dealing with clients who may be going through tough times. Practice how to convey empathy and understanding during your interview. Share examples of how you've successfully built relationships or helped clients in previous roles.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to estate planning and their client base. This shows that you’re engaged and serious about the role, plus it helps you determine if the company is the right fit for you.
✨Dress the Part
First impressions matter, especially in a professional setting like estate planning. Dress smartly and appropriately for the interview. It reflects your seriousness about the position and respect for the interviewers.