Wills Writing Consultant Private Client

Recruiter
Hays Specialist Recruitment Limited
Location
The City
Salary
£20,000 - £24,999
Posted
06 Sep 2019
Closes
08 Sep 2019
Ref
1222752831
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Legal Wills Writing Consultant job role at a established firm dedicated to Wills writing.

Your new company
A UK based Wills specialist firm with an established history dedicated to writing Wills. The firm works with clients from a wide variety of business sectors including (media, pharmaceutical and finance) around the country and offers services through corporate schemes to a significant number of companies. They additionally offer a wealth of advice, not limited to Lasting Powers of Attorney (LPA's), Inheritance Tax advice, Trustee and Executors advice. Contrary to many solicitors they appoint friends and family members as executors in making the process more personal and tailored. There is now a need for a permanent Wills Consultant to be situated around the London area. 3-4 days a week will visit clients sites in London and the other 1-2 days will be dedicated to administration thus will work from home.

Your new role
Your responsibilities will predominately fall into two key areas, client facing work and document drafting of Wills. You will be responsible for leading face to face meetings with clients, instructing them on how best to structure their Wills. These meetings will largely be at the site of the clients' offices. You will also be required where appropriate to make referrals in terms of additional services such as LPA and life insurance. You will be updating Customer Relation Management often with follow up correspondence. In relation to document drafting you will be drafting Wills in which full training will be provided, you will additionally support the drafting's team in busy periods. Excellent diary management will be required, as you will work closely with the meetings team to ensure cost efficient accommodation and travel arrangements.

3-4 days a week will visit clients sites in London and the other 1-2 days will be dedicated to administration thus will work from home. You will be required to take client meetings outside of London (once a month) and attend scheduled staff meetings at the HQ in East Grinstead (maximum once a month).

What you'll need to succeed
To be considered for this role, you will have experience of working in the area of Wills and Probate. You should have experience drafting wills or failing that have high levels of client facing experience (i.e financial adviser looking to change roles). Finally, you would need to be happy travelling around predominately London as part of the role. You should possess excellent, demonstrable administration and organisational skills and you should be comfortable working independently, managing your own workload and be methodical in your approach. You will be eager to learn and preferably have a Law University degree in which you studied Wills and Probate.

What you'll get in return
In addition to a competitive salary - based on experience, travel costs and expenses will be covered by the firm when travelling outside of London. Furthermore, you will benefit from a commission scheme. Due to the nature of consultancy work, you will have regular catch-ups and support from your manager, either face to face or via video conference. You will also benefit from a number of support structure and training, including further qualification and study support. Finally, you will gain experience from working in a legal environment, gaining exposure to a wide range Wills and Inheritance tax knowledge.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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