£30000 - £40000 per annum, Benefits: Holidays, 5% Pension, 4 x Death in Service
over 1 year ago
BWD welcome the opportunity to work in partnership with a firm of Independent Financial Advisors who are looking to recruit a Will Writer.
The role requires you to be a numerate and articulate individual who is highly organised with good PC skills, a confident telephone manner and good communication skills at all levels.
Excellent client care skills and a proven ability to work within a team are essential.
Based in our Chelmsford with travel to other offices and clients addresses when required (expenses paid).
As a successful candidate your duties with be to:
Take instruction from the client, manage own diary and competently book client referrals in
Write wills and LPAs for clients of the firms IFAs.
Be able to deal with the more complex nature of estate planning including trusts and probate.
Attend client meetings along with IFAs where necessary and travel to clients residences when required.
The salary for this post will be dependent on experience, however will be circa £40k
The hours of work will be 9 – 5.00 Monday to Friday each week.
Please feel free to contact myself to speak further on 0113 4260775 or email be at firstname.lastname@example.org