Senior estate planner

Senior Estate Planner

Senior Estate Planner / Will Writer. A Bradley Stoke based legal firm need a Senior Estate Planner / Will Writer to join the team.

This Senior 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 Senior 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 Senior 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 Senior 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 knowledgeThe Senior 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 serviceProactive People is an employment agency and employment business