Estate Planning Consultant £40k
Estate Planning Consultant
Covering Hertfordshire & Surrounding Areas
Our client specialises in providing financial and legal services to its clients. They are rapidly expanding and now require additional experienced estate planning consultants to support their growth.
- Conducting pre-qualified appointments either over the phone or face to face with clients
- Completing fact finds to establish requirements
- Presenting solutions to fit clients needs
- Self driven and motivated
- Strong interpersonal skills
- Any experience in advising on protection such as Life Cover would be an advantage
- Experience in Estate Planning is essential
Full training is provided. Warm leads provided, although gaining referrals and producing self-generated business is also encouraged.
There are both employed and self-employed positions available to the right candidates.
To apply please supply an up to date CV and a covering letter explaining how you would be successful in this role.