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EFCS Holdings Limited Estate Planner/Counsellor (bognor)

compensation: compensation by means of a mixture of fee income plus commissions
employment type: contract
telecommuting okay

EFCS Holdings Limited ( trading as Portfolio Counselling Services ) is seeking entrepreneurially minded individuals to be 'appointed' as contracted self employed "Estate Planners" who will be writing Wills via the EFCS Holdings Limited's "panel' firm of solicitors plus selling pre-paid funeral plans and also arranging for the EFCS 'back office' to advise relevant clients on Trusts and the protection of clients' assets from any future claimants and from Inheritance Tax where applicable.

You need to be mobile, energetic, an extrovert who enjoys meeting new people and can use your own initiative in sourcing new clients. Some leads are provided whereby 3rd parties may be brought into play.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7077714174


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