Job description
The Estate Planning Consultant is responsible for driving the adoption, promotion, and implementation of the Momentum Estate Plan solution, working collaboratively with a Retail Business Consultant (RBC) and Investment Consultant (IC) and Legal Adviser. Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose The role focuses on delivering estate planning solutions to intermediaries (IFA) by integrating Wills and or Momentum Estate Pla…