Estate Planning Director

Financial Advisor

Ref: 205Wednesday 1 May 2019

This vacancy is now closed

Amour Recruitment have been appointed to the search and selection of a Estate Planning Director in the Fareham area.  

If you are a hungry, ambitious and business focuses individual and looking for an opportunity that could re-shape your career path over the next few years then this might just be what your looking for.  This opportunity will allow you to take control of your career whilst building and managing the estate planning section of the business.  


  • Previous experience in successful growth of a department/business.
  • Experience of selling Estate Planning solutions to clients.
  • Knowledge of Wills, Trusts and Lasting Powers of Attorneys.
  • Experience of managing and recruiting a team of sales people.
  • A real drive and determination to build a profitable sales team.
  • Professional and ethical outlook.


What is on offer for the successful individual:

  • A comprehensive salary package circa £50,000 (depending on your experience)
  • The opportunity to participate in future share options within a business that has may have substantial future value.

The Estate Planning market is a growth sector in the UK. With more than 80% of Individuals/families currently not having a Will in place and 90% of those that do unfortunately have Trusts or Lasting Powers of Attorney to protect their legacies which makes this opportunity extremely relevant, necessary and exciting.

New and exciting clients are entering in mortgages arrangements and taking out life protection daily which in turn will create increased wealth and added inheritance for their beneficiaries in the future. Ensuring that the correct estate planning is in place is paramount to allow assets and cash to pass to the 'right people' at the 'right time' and avoid unnecessary delays and inheritance tax.

If this career opportunity sounds like it would fit with your background and experience and you have a strong will and desire to take your career to the next level then please submit your CV for consideration.