Estate planner / will writer

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...