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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 experience

The 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

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