Estate Planner / Will Writer
Estate 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:
* Excellent verbal and written communication skills, and ability to engage with clients on the phone and over Zoom
* Ability to analyse the needs of clients and advise and recommend accordingly
* Excellent attention to detail, both verbal and written
* Able to manage and liaise with multiple clients and introducers at different stages of the process
* Ability to handle sensitive information with the utmost discretion
* Ability to work as a team and independently
* Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
* Ability to efficiently manage workload and client files
* Willingness to learn and expand knowledge
The Estate Planner / Will Writer package:
* Salary based on STEP qualifications and experience and £25,918 - £44,982+ pro-rata
* Discretionary bonus and commission
* Funded and supported professional STEP qualifications
* 25 days holiday plus 24 & 31 December, and statutory bank holidays
* Pension
* Working hours full-time 37.5 hours per week
* Flexible working policy including optional WFH
* Complimentary Will and End-of-Life planning
* Up to 30% discount for immediate family Wills and End-of-Life planning
* Critical illness insurance
* Income protection
* Death in service
Proactive People is an employment agency and employment business
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