Estate Planners/Counsellors

Portsmouth in Hampshire (United Kingdom) Postal Code EC1V 2NX

Publish date: 14/01/2023 11:01 AM | Republish date: 23/04/2024 11:01 AM

Price: Check with seller

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Description

My company is seeking to appoint, on a contracted self-employed basis, a suitable individual as an Estate Planner/Counsellor dealing with the writing of Wills and the setting up of Trusts ( where appropriate ) and counselling prospective clients regards "Asset Protection" issues including the mitigation of Inheritance Tax where applicable. All as supported by a specialist firm of Lawyers who are on our panel of experts.

Full and ongoing training is provided. If you should be interested in employment of this nature, and are outgoing and personable and enjoy meeting new people, as well as working to your own schedule, then do make contact by sending an e-mail to myself, or by a telephone call, whereupon further information can be provided.

There may also be the opportunity for existing business owners, whereby the "Estate Planner/Counsellor role is broadly compatible, to provide this service as one that is an "add on" to your current business activities.

Yours sincerely,

Kevin Jenkins

Director

EFCS Holdings Limited ( trading as Portfolio Counselling Services )
www.portfoliocounsellingservices.com
Skype: EFCS Holdings Limited
Cell phone: 0044 ( 0 ) 7545 234864


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