Estate Planner / Will WriterEstate Planner / Will Writer. A Bradley Stoke based legal firm need an Estate Planner / Will Writer to join the team. This Estate Planner / Will Writer role would suit someone who is currently or has experience as a Will Writer, who is looking for the next step in their legal career. The Estate Planner / Will Writer requirements:
* Graduate in a regulated profession such as Law or Accountancy and Finance, having attained a minimum of a high 2:1, or a diploma in financial services
* Relevant experience in Will Writing and Estate Planning.
* Confidence in speaking to clients over the telephone and virtually over Zoom/Teams
* A proven track record in attaining academic, career and personal development
* Strong attention to detail
* Fantastic communication skills
The Estate Planner / Will Writer will benefit from:
* Society of Trust and Estate Practitioners (STEP) membership/qualifications would be advantageous but not essential
* Experience working in a law firm/solicitors firm is advantageous
* Experience providing clients with high levels of service
* Retail, hospitality experience
* Sales and customer service experience
* Experience with managing own client base
* Having completed the Legal Practice Course or SQE would be advantageous but not essential
The Estate Planner / Will Writer attributes:
1. Excel...