Posted 20 July, 2026
Estate Planning Consultant
CITRUS CONNECT LTD
Yorkshire and The Humber, ENG, GB
Full Time
Job DescriptionJoin theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in...
Job Description
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.\n
The Opportunity:\n
\nIn this role as a Estate Planning Consultant, you will havefreedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact.\n
We Offer (Estate Planning ConsultantBenefits):\n
\n
The Opportunity:\n
\nIn this role as a Estate Planning Consultant, you will havefreedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact.\n
We Offer (Estate Planning ConsultantBenefits):\n
- \n
- Earn Big: £50k £100k OTE, self-employed with uncapped commission. \n
- Enjoy Flexibility: Self-managed scheduling and flexible working hours. \n
- Receive Top-Notch Training: Full sales, marketing, and product training provided. \n
- Get ComprehensiveSupport: Start-up kit including a tablet, sales kit, and extensivesupportfor a one-off £1195 investment. \n
- Make a Difference: Help secure people's assets and provide peace of mind. \n
- \n
- Consultative sales approach and entrepreneurial spirit. \n
- Strong communication skills and a passion for the industry and sales. \n
- Independent, motivated, and adept at generating referrals. \n
- Presentable and ready to impress. \n
- Have access to a car and drivers licence. \n
- Ability to get out of your comfort zone \n
- \n
- Conduct online and face-to-face Will instructions. \n
- Upsell services such asTrusts, Funeral Plans, and Document Storage. \n
- Generateleadswith our full training andsupportsystem. \n
Apply Now For An Immediate Interview!
\n\n
JBRP1_UKTJ
This listing expired on 21 Jul. Applications are no longer accepted.
Below are some other jobs we think you might be interested in.
-
Estate Planning Attorney
- Shuttleworth & Ingersoll PLC
- Cedar Rapids, IA, US
20 Jul -
Administrator - Estate Planning
- Guidant Global
- Sheffield, ENG, GB
21 Jul -
Estate Planning Legal Assistant
- AppleOne
- Glens Falls, NY, US
21 Jul -
Planning Consultant
- Penguin Recruitment Ltd
- Edinburgh, SCT, GB
20 Jul -
Chartered Planning Consultant
- TSA Surveying Ltd
- Newcastle upon Tyne, ENG, GB
21 Jul -
Town Planning consultant
- Carrington West
- TR1, ENG, GB
21 Jul -
Associate Planning Consultant
- Penguin Recruitment Ltd
- Birmingham, ENG, GB
20 Jul -
Town Planning consultant
- Carrington West
- Birmingham, ENG, GB
21 Jul -
Town Planning consultant
- Carrington West
- Newcastle upon Tyne, ENG, GB
21 Jul -
Town Planning consultant
- Carrington West
- Bristol, ENG, GB
21 Jul -
Estates Coordinator
- Premier Estates
- Macclesfield, ENG, GB
21 Jul -
Principal Planning Consultant
- Penguin Recruitment Ltd
- Shrewsbury, ENG, GB
21 Jul -
Estate Forester
- Halifax Estates
- Bugthorpe, ENG, GB
20 Jul -
Estate Forester
- Halifax Estates
- York, ENG, GB
21 Jul -
Private Wealth Associate - Tax & Estate Planning
- Hays Specialist Recruitment Limited
- Southampton, ENG, GB
21 Jul -
Private Wealth Associate - Tax & Estate Planning
- Hays Technology
- Northam, ENG, GB
21 Jul -
Strategy & Planning - Consultant
- Transunion
- EC1, ENG, GB
21 Jul -
Technical Consultant - Financial Planning
- Exchange Street Claims & Financial Services
- Cirencester, ENG, GB
21 Jul -
Technical Consultant - Financial Planning
- Exchange Street Claims & Financial Services
- Nottingham, ENG, GB
21 Jul -
Technical Consultant - Financial Planning
- Exchange Street Claims & Financial Services
- Bristol, ENG, GB
21 Jul

