Estate Planner / Will Writer
Description✓Estate 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 →
✓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