Will Writer Private Client

Ideal Personnel & Recruitment Solutions Limited; Milton Keynes; On-site; GBP 60,000 - 80,000

Job description

Our client has a permanent vacancy for a Will Writer. We are interested in hearing from candidates who have worked within a Private Client department. You'll be able to demonstrate your organisational skills, meet deadlines, and work well under pressure in a team environment, whilst managing client expectations.

Key Responsibilities

1. To deal with client cases from initial instruction to completion under supervision.
2. Liaise with clients face to face and over the phone.
3. Drafting of Wills and Residential Declarations of Trust.
4. Attending outside appointments if required.
5. Reporting to and receiving and acting upon instruction from the head of department.
6. To generate new business for the department and the firm through identifying cross-selling opportunities and attending networking events (amend or include as appropriate depending on the role).
7. Attending required training courses.
8. Adhering to the Firm's compliance obligations.

Required Skills and Experience:

1. Proven experience in drafting Wills and Declarations of Trusts.
2. Experience with liaising with clients over the phone and face to face coupled with strong client care skills.
3. Flexibility in support of other members of staff.

Due to the large number of responses we receive, it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles, please do so.