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A fantastic and rare opportunity to work for a well established legal firm has ariasen in the Truro area.. This is an excellent opportunity to join a growing business in the beautiful South West, with significant earnings potential and career progression opportunities if desired
£28k OTE £50k including uncapped bonus
Working either full-time hours or on a part-time basis.
Benefits o 25 days annual leave plus bank holidays.o Tailored support and training package, with a personal development budget.o 2 days additional volunteering leave pa.o 4% employer pension contributions on automatic enrolment qualifying earnings.o A physical and emotional welfare provision.
Specific Responsibilities* Taking will and Lasting Power of Attorney instructions from clients across Devon and Cornwall in person, as well as via video call. * Preparing wills, Lasting Powers of Attorney and associated documents following instructions taken. * Liaising with clients regarding amendments required to documents and internally with other staff members to organise the preparation of final physical documents. * Identifying other legal or financial planning needs and referring to other professionals accordingly.
General Responsibilities* Dealing with email enquiries.* Greeting clients and arranging refreshments if meeting out of hours.* Maintaining a GDPR compliant and professional office environment.* Attending marketing events.* Making sure you follow the firm's compliance processes and procedures at all times.* Making sure all client contact is carried out in a professional and courteous way, as well as in a timely manner.* Making sure all client files are compliant on an ongoing basis.* Liaising with other will writers, financial advisers, administrators and third parties as appropriate.* Maintain client records and update client information on back-office systems to keep an effective audit trail.
Relevant Experience, Skills and Knowledge
We expect an individual performing this role to meet the following criteria:
* A relevant will writing qualification and at least 1 year experience in a will writing or instruction taking role* Full UK driving licence* Strong IT skills and ability to work with Windows and Microsoft systems
* Familiarity with Arken Will Writing software.* Proactive communication * Problem solving and ability to prioritise* Teamwork and collaboration* Adaptability* Work ethic
Acorn by Synergie acts as an employment agency for permanent recruitment.
