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Will Writer Private Client

Ideal Personnel & Recruitment Solutions Limited
Posted 2 days ago, valid for 17 days
Location

Milton Keynes, Buckinghamshire MK93GA, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • Our client is seeking a Will Writer for a permanent position within their Private Client department.
  • Candidates should have proven experience in drafting Wills and Declarations of Trusts, and strong client care skills are essential.
  • The role involves managing client cases from initial instruction to completion, with responsibilities including client communication and attending networking events.
  • Applicants should possess at least two years of relevant experience and demonstrate excellent organizational skills.
  • The salary for this position is competitive and commensurate with experience.

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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