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Permanent

Estate Planner / Will Writer

Bristol
money-bag 25000.00-25000.00 Annual
2932202095
Posted 1 week ago

Estate Planner / Will WriterEstate 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 servicesRelevant experience in Will Writing and Estate Planning. Confidence in speaking to clients over the telephone and virtually over Zoom/TeamsA proven track record in attaining academic, career and personal developmentStrong attention to detailFantastic communication skills The Estate Planner / Will Writer will benefit from:Society of Trust and Estate Practitioners (STEP) membership/qualifications would be advantageous but not essentialExperience working in a law firm/solicitors firm is advantageous Experience providing clients with high levels of serviceRetail, hospitality experienceSales and customer service experienceExperience with managing own client baseHaving 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 ZoomAbility to analyse the needs of clients and advise and recommend ..... full job details .....

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