Who are Secure Inheritance?

Secure Inheritance is a trusted estate planning specialist dedicated to helping families protect their wealth and future. Based in the UK, the company provides will writing, trust planning, and probate services, delivering peace of mind with professional, accessible, and reliable support. With a strong reputation for client care and legal expertise, Secure Inheritance has become a respected name in the estate planning sector.

The Challenge

Secure Inheritance was looking to strengthen its team to meet rising client demand and support its ambitious growth plans. The company needed to refine its job positioning and recruitment process, to ensure that new hires were aligned not only with its technical needs but also with its values of integrity, compassion, and professionalism.

The challenge extended beyond simply filling vacancies. Secure Inheritance required a recruitment process that could attract top-quality candidates, reduce the risks of attrition, and provide a smooth onboarding experience that set new team members up for long-term success.

Our Solution

Citrus Connect partnered with Secure Inheritance to deliver a recruitment strategy that combined job positioning refinement with a focus on retention and candidate experience.

Our comprehensive solution included:

• Refined Job Positioning
  We reshaped the way roles were presented to the market, ensuring the company’s mission and values were at the forefront. This positioned Secure Inheritance as an attractive employer for professionals seeking meaningful work and career development.
• Recruitment Process Enhancement
  We streamlined the hiring process to attract a stronger pool of applicants, enabling Secure Inheritance to secure candidates with both the right expertise and cultural fit.

Onboarding Support
To maximise retention, we supported the business in creating a positive onboarding experience, ensuring new hires were integrated effectively and felt part of the team from day one.

The Results

The partnership between Citrus Connect and Secure Inheritance delivered tangible results, supporting both immediate recruitment needs and long-term growth goals.

• 90% Retention Rate: A testament to hiring the right candidates and supporting them effectively in their roles.
• Refined Job Attraction: Stronger job positioning and an optimised recruitment process attracted a higher calibre of applicants.
• Improved Candidate Experience: Positive onboarding helped to build engagement and loyalty from the start.
• Headcount Growth: Secure Inheritance successfully increased its headcount by 100%, enabling the business to meet growing demand with confidence.

This strategic collaboration ensured Secure Inheritance could expand its team sustainably while maintaining its high standards of client service.