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Will Writer - Private Client

Ideal Personnel and Recruitment Solutions
Posted a day ago, valid for 17 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Our client is seeking a permanent Will Writer with experience in a Private Client department.
  • Candidates should have proven experience in drafting Wills and Declarations of Trusts, alongside strong client care skills.
  • The role involves managing client cases from initial instruction to completion and generating new business opportunities.
  • Applicants should have at least 2 years of relevant experience and the ability to work well under pressure.
  • The salary for this position is competitive, reflecting the candidate's experience and skills.

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 demonstrate your organisational skills, meet deadlines and work well under pressure in a team environment, whilst managing client expectations.

Key Responsibilities

•To deal with client cases from initial instruction to completion under supervision.

• Liaise with clients face to face and over the phone.

• Drafting of Wills and Residential Declarations of Trust

•Attending outside appointments if required

• Reporting to and receiving and acting upon instruction from the head of department.

*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).

•Attending required training courses

•Adhering to the Firm’s compliance obligations

Required Skills and Experience:

• Proven experience in drafting Wills and Declarations of Trusts.

• Experience with liaising with clients over the phone and face to face coupled with strong client

care skills.

•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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.