👋 Hey ! Thank you for your interest in becoming a part of the Cross-Border Worldwide team!

A typical day involves collaborating with your team to develop tailored estate planning solutions for clients. You’ll engage in client consultations, conduct thorough assessments of clients' financial and estate situations, and prepare detailed reports that outline their current circumstances and planning needs. While we will refer clients to you, you’ll also be expected to actively seek out new clients to build your portfolio. Additionally, you’ll participate in required training sessions and discussions to share insights and strategies with your colleagues.

Success in this role requires strong analytical skills to navigate complex inheritance laws and regulations. Excellent communication skills are essential for interacting with clients and explaining complex concepts in a straightforward manner. Being detail-oriented is crucial, as you'll be preparing assessments and handling sensitive documents to ensure compliance with legal standards. A proactive mindset will also serve you well, as actively seeking out clients will be part of your role, alongside collaborating with your team.

Our fee-sharing model allows you to benefit directly from the work you put in. You’ll start with a fee-sharing percentage of 30%, and as you successfully bring in clients and grow your team, your percentage will increase based on your contributions. This provides you with a rewarding financial incentive for your efforts. We will also refer clients to you, helping to kickstart your client base, but your initiative in seeking out new clients will be key to maximising your potential earnings.

We place a strong emphasis on career development. You’ll have the chance to attend mandatory training sessions that equip you with essential skills, participate in workshops, and take part in mentorship programmes. As you grow in your role, you’ll also have opportunities to build and lead your own team, which can significantly enhance your leadership skills and career trajectory. Additionally, developing your client acquisition skills will be an important aspect of your professional growth.

We understand the importance of work-life balance, especially for students and those with other commitments. Our flexible working arrangements allow you to tailor your schedule to fit your needs. Whether you prefer to work remotely or have flexible hours, we aim to create an environment where you can excel professionally while maintaining a healthy personal life. With both referred clients and opportunities for you to attract new clients, you can manage your workload effectively.