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Role: Will Writing Consultant
Salary: £28,000 to £30,000
Working: Onsite.
Location: London and EG.
Role Overview:
- Follow up with clients to obtain outstanding information and finalize Wills.
- Conduct face-to-face meetings with clients to advise on Will structuring and refer for additional services (e.g., trusts, life insurance, LPAs).
- Update CRM and manage client calls/emails.
- Draft, revise, and chase missing information for Wills.
- Assist clients with LPA forms, submission, and registration.
- Support client roadshows and attend regional meetings (overnight travel may be required).
- Manage diary and coordinate travel/accommodation with the Meetings team.
- Assist other business areas during busy or quiet periods.
- Promote business and generate new client opportunities.
- Support consultants' team when needed.
- CILEX or Step Qualification (or studying towards)
If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email .
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
If you have any questions or queries, please dont not hesitate to ask.
