Work With Us
Personal Estate Planner
Career Opportunities
Looking for a challenging, rewarding career change or perhaps you’re an Estate Planner already who wants to be part of a motivated, dedicated team? It can be lonely out there on your own!
We offer training which will equip you to take the next steps on your Estate Planning journey. Our tried and tested training will ensure that you can give advice to your clients for all of our Professional Services. Once you have successfully completed the training you will benefit from cover under our Professional Indemnity Insurance policy and will receive guidance and development assistance from your dedicated Mentor.
It all starts with a confidential chat and then the procedure is relatively straight forward. Why not contact us to get the ball rolling to the start of your new career!
Strategic Business Partners
You may not want to be empowered to take instructions and although you see all of the benefits of our Professional Services; you have too much on your plate to do any more.
There is a simple solution.
Become a Strategic Business Partner! This way, your clients, friends and family can still benefit from our Professional Services and you could have a valuable alternative income stream!
It simple to get started, contact us and we’ll schedule a mutually convenient time to have a confidential chat about how you can start to benefit from our Business Partner Scheme.
Partnerships
If you have a business that would benefit from our Professional Services but you want more involvement that being a Personal Estate Planner or an Introducer then it is possible for us to work together as Equity Partners on specific projects.
In order to find out more about how this works please contact the office on 01342 537911.