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 the chance to make a real difference.
- Other info: Opportunity for personal growth and career advancement in a meaningful industry.
- Why this job: Join a growing field with high demand and help people protect their legacies.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 34165 - 41757 £ per year.
Join theleadingteam 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.
Increase your chances of an interview by reading the following overview of this role before making an application.
The Opportunity
In this role as a Estate Planning Consultant, you will xiskglj havefreedom over your schedule, fant
Please click on the apply button to read the full job description
Estate Planning Consultant in Port Talbot employer: CITRUS CONNECT LTD
As a Field Sales Consultant with us, you'll be part of a dynamic team dedicated to transforming lives through our innovative products. We offer a supportive work culture that prioritises employee growth, with comprehensive training and development opportunities to help you reach your financial goals. Located in a vibrant area, our company not only values your contributions but also fosters a sense of community and purpose in every role.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Port Talbot
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CITRUS CONNECT LTD. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CITRUS CONNECT LTD.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CITRUS CONNECT LTD. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Estate Planning Consultant in Port Talbot
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CITRUS CONNECT LTD and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CITRUS CONNECT LTD how you can be a team player!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CITRUS CONNECT LTD.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CITRUS CONNECT LTD's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
