We are seeking a dedicated, hands-on Estate Planners Manager who will be responsible for managing a team of mobile Estate Planners to conduct home visits to clients, assisting them in writing their wills and setting up lasting powers of attorney.
The ideal candidate will have a strong background in estate planning, excellent leadership skills, a passion for providing exceptional customer service, and a high level of empathy and care.
Role Overview
Lead, recruit, manage, and support a team of Field Sales Representatives all over the UK who conduct home visits to clients.
Clear Voice are currently looking for a Business Manager to join our collaborative and welcoming team, on a Fixed term contract.
The successful candidate will be organised and innovative, have demonstrable working knowledge of business operations and be passionate about protecting our vulnerable clients.
Do you want to work with a variety of people across a diverse pool of industries to deconstruct processes and rebuild confidence under your secure advice and guidance?
A wonderful opportunity has arisen for an Operations Manager to join a highly experienced, fast growing and successful independent planning consultancy based in Farringdon.