At a Glance
- Tasks: Help clients secure their assets through expert estate planning and will writing.
- Company: Leading team in the UK estate planning and financial services sector.
- Benefits: Flexible schedule, competitive pay, and opportunities for personal growth.
- 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.
In this role as an Estate Planning Consultant, you will have freedom over your schedule.
Locations
Training / Consultant in Norfolk, Norwich employer: CITRUS CONNECT LTD
As a leading provider in Will Writing and Estate Planning services, our company offers a dynamic work environment in the heart of the UK. With a strong focus on employee growth and development, we provide comprehensive training and flexible scheduling to ensure a healthy work-life balance. Join us to make a meaningful impact while enjoying a supportive culture that values your contributions and fosters professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Training / Consultant in Norfolk, Norwich
✨Tip Number 1
Network like a pro! Reach out to people in the estate planning and financial services sectors. Attend events, join online forums, and connect with professionals on LinkedIn. The more connections we make, the better our chances of landing that dream job!
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your experience and successes in similar roles. When we can demonstrate our expertise, it makes us stand out from the crowd and shows potential employers what we can bring to the table.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by doing mock sessions with friends or family. We should focus on common questions related to estate planning and our approach to client consultations. The more comfortable we are, the more confident we'll be when it counts!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else. Let’s make sure we’re putting our best foot forward!
We think you need these skills to ace Training / 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-facing roles, as this will show us you understand the importance of securing assets.
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 – we love to see the real you!
Showcase Your Communication Skills:As a consultant, you'll need to communicate complex information clearly. In your application, demonstrate your ability to explain things simply and effectively. This could be through examples of past experiences or even in the way you write your application.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Make sure you understand the ins and outs of will writing and estate planning. Brush up on key terms and concepts, as well as the current trends in the industry. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your People Skills
As a Training/Consultant, you'll be working closely with clients. Prepare examples of how you've successfully communicated complex information in the past. Think about times when you've built rapport or resolved conflicts, as these stories will highlight your interpersonal skills.
✨Flexibility is Key
Since this role offers freedom over your schedule, be ready to discuss how you manage your time effectively. Share strategies you've used to balance multiple tasks or projects, and demonstrate your ability to adapt to changing circumstances.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company and its approach to estate planning. This shows that you're not just interested in the job, but also in how you can contribute to their mission. It’s a great way to engage with your interviewers and leave a lasting impression.
