Estate Planner / Will Writer

DescriptionEstate Planner / Will Writer
Estate Planner / Will Writer
A Bradley Stoke legal firm are looking for an Estate Planner to join the team
This is an office based position.
The Estate Planner / Will Writer will provide advice and guidance for end of life planning, taking the customer through the will writing process.
The Estate Planner / Will Writer will need:
Graduate in a regulated profession such as Law or Accountancy and Finance having attained a high 2:1 or a first-class degree or diploma in financial services
Confidence in speaking to Clients over the telephone and video
A proven track record in attaining academic, career andpersonal development
At least 1 year will writing / estate planning experienceThe Estate Planner / Will Writer attributes:
Excellent verbal communication skills, and ability to engage with Clients on the phone and over Zoom
Ability to analyse the needs of Clients and advise on planning they would benefit from
Excellent attention to detail, both verbal and written, to ensure document accuracy
Able to manage and liaise with multiple Clients and introducers at different stages on different tasks
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 work load and Client files
Willing-ness to learn and expand knowledge
The Estate Planner / Will Writer will get:
£24000 - £30000
25 days holiday plus 24&31 December and statutory bank holidays
Pension
Working hours - 37.5 hours per week including 2 set shifts of 12.00-8.00 pm
Complimentary Will and End-of-Life planning
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
Show more →
Features
  • benefits
£30,000
Bristol
Image
Salary Min24000Salary Max30000Contract TypePermanentSalary TypeAnnumAdded9m 28dID3214586