Kept Assets Limited
1 - 10 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Kept Assets Limited is a financial services company specializing in wealth preservation and asset protection. They provide comprehensive planning and advisory services focused on estate preservation and bloodline wealth protection. Their offerings include will writing, tax mitigation, trust provision, and various strategies to ensure that wealth is directed to intended beneficiaries while mitigating tax liabilities. The company emphasizes the importance of planning ahead to protect assets from external influences and ensure that financial legacies are preserved for future generations.
Estate Planning Consultant
🕒 April 1
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Kept Assets Limited
1 - 10 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Kept Assets Limited is a financial services company specializing in wealth preservation and asset protection. They provide comprehensive planning and advisory services focused on estate preservation and bloodline wealth protection. Their offerings include will writing, tax mitigation, trust provision, and various strategies to ensure that wealth is directed to intended beneficiaries while mitigating tax liabilities. The company emphasizes the importance of planning ahead to protect assets from external influences and ensure that financial legacies are preserved for future generations.
📋 Description
• Showing the importance of having the right Will in place • Discussing associated trusts, powers of attorney, and funeral plans • Working at your own pace and using your network of connections to provide a professional service to clients
🎯 Requirements
• Understanding of the vagaries of life and the threats to a family’s wealth • Experience in home service background, financial services, insurance services, B2C sales, or home party sales • Life experience and understanding of family dynamics will be advantageous
Apply NowSimilar Jobs
🕒 April 1
Global Communication Consultant at a manpower provider managing communications strategies and creating engaging content. Responsible for enhancing brand recognition across various platforms including press releases and social media.
🗣️🇫🇷 French Required
🕒 March 31
Consultant Conveyancer in self-employed role with Amity Law providing remote conveyancing services. Independent management of client caseload and flexibility in work arrangements with supportive infrastructure.
🕒 March 31
Remote Travel Consultant curating personalized itineraries and driving growth in the UK travel industry. Flexibility and unlimited earning potential with comprehensive training provided.
🕒 March 31
Radiologist supporting NHS patients through teleradiology from anywhere. Join Medica's flexible and dynamic team in a leading teleradiology company.
🕒 March 31
Consultant for Veeva working on Commercial Content products within the life sciences sector. Responsible for customer needs, solution designs, and project delivery on time and budget.
🇬🇧 United Kingdom – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
🇬🇧 UK Skilled Worker Visa Sponsor
