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Location:
Newbury
Salary:
Hidden
Recruiter:
Keptassets
Job Hours:
Full-time
Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire.
Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK.
An understanding of the vagaries of life and the threats to a family's wealth are a distinct advantage.
This self-employed, commission based role involves showing the importance of having the right Will in place, discussing associated trusts, powers of attorney and funeral plans.
Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.
Applicants may come from:
- - A home service background
- - Financial services
- - Insurance services
- - B2C Sales
- - Home party sales
- - Or simply someone wishing to return to a working environment after a break.
Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.
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About Keptassets
Kept Assets provide planning and advice on estate preservation and bloodline wealth protection.
Writing your Will is just the first step in ensuring that the wealth that you have created remains with your family and/or other chosen beneficiaries.
- Wills can be challenged and changed
- Re-marriage negates an existing Will
- Local authorities are avaricious when care costs need to be covered
- Children may choose their future spouse poorly
- And then there could be Inheritance Tax
We will consider your situation now and advise you on what situations could arise in the future.
We will then provide the products and services required to help you:
- Protect your assets from outside influence
- Direct your wealth to your intended beneficiaries
- Mitigate the tax position of your estate
We will, where necessary, work in conjunction with other professional firms to introduce regulated products and services to ensure your needs are met.
Writing your Will is just the first step in ensuring that the wealth that you have created remains with your family and/or other chosen beneficiaries.
- Wills can be challenged and changed
- Re-marriage negates an existing Will
- Local authorities are avaricious when care costs need to be covered
- Children may choose their future spouse poorly
- And then there could be Inheritance Tax
We will consider your situation now and advise you on what situations could arise in the future.
We will then provide the products and services required to help you:
- Protect your assets from outside influence
- Direct your wealth to your intended beneficiaries
- Mitigate the tax position of your estate
We will, where necessary, work in conjunction with other professional firms to introduce regulated products and services to ensure your needs are met.
About Newbury, Berkshire
Education Stats
- Schools: 39
- Primary Schools: 22
- Secondary Schools: 16
- Sixth Forms: 10
- 10% are independent
- Ranking: 2851/4558
- Bottom 40%
House Prices
- Average House Price: £380,615
- Compared to UK Average: +£5,972
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- -
- Ranking: 2996/6610
- Bottom 20%
- Council Tax Band D: £2,153
Average Salary
- Average Salary: £29,510
- -£2,120 UK Average
- Average Salary in Berkshire: £34,085
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- -
- Ranking: 3960/4982
- Top 20%
- Highest Paid Job Advertised: Sous Chef
Crime Stats
- Crimes per 1000: 106
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- Ranking: 6083/6696
- Bottom 20%
- Worse than last year
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