Estate Planner / Will Writer

Estate Planner / Will Writer

A Bradley Stoke based legal firm needs 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:

1. 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
2. Relevant experience in Will Writing and Estate Planning.
3. Confidence in speaking to clients over the telephone and virtually over Zoom/Teams
4. A proven track record in attaining academic, career and personal development
5. Strong attention to detail
6. Fantastic communication skills

The Estate Planner / Will Writer will benefit from:

1. Society of Trust and Estate Practitioners (STEP) membership/qualifications would be advantageous but not essential
2. Experience working in a law firm/solicitors firm is advantageous
3. Experience providing clients with high levels of service
4. Retail, hospitality experience
5. Sales and customer service experience
6. Experience with managing own client base
7. Having completed the Legal Practice Course or SQE would be advantageous but not essential

The Estate Planner / Will Writer attributes:

1. Excellent verbal and written communication skills, and ability to engage with clients on the phone and over Zoom
2. Ability to analyse the needs of clients and advise and recommend accordingly
3. Excellent attention to detail, both verbal and written
4. Able to manage and liaise with multiple clients and introducers at different stages of the process
5. Ability to handle sensitive information with the utmost discretion
6. Ability to work as a team and independently
7. Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
8. Ability to efficiently manage workload and client files
9. Willingness to learn and expand knowledge

The Estate Planner / Will Writer package:

1. Salary based on STEP qualifications and experience and £25,918 - £44,982+ pro-rata
2. Discretionary bonus and commission
3. Funded and supported professional STEP qualifications
4. 25 days holiday plus 24 & 31 December, and statutory bank holidays
5. Pension
6. Working hours full-time 37.5 hours per week
7. Flexible working policy including optional WFH
8. Complimentary Will and End-of-Life planning
9. Up to 30% discount for immediate family Wills and End-of-Life planning
10. Critical illness insurance
11. Income protection
12. Death in service

Proactive People is an employment agency and employment business.