Client Support & Will Writing Coordinator
Client Support & Will Writing Coordinator

Client Support & Will Writing Coordinator

Banbury Full-Time 21600 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients create wills and manage your own diary like a pro.
  • Company: Join a friendly, family-run firm dedicated to protecting what matters.
  • Benefits: Earn up to £30k plus bonuses, with potential for hybrid working.
  • Why this job: Great opportunity for career progression and to make a real impact.
  • Qualifications: No experience needed, just a positive attitude and good communication skills.
  • Other info: Diversity is encouraged, and every applicant will receive a response.

The predicted salary is between 21600 - 36000 £ per year.

Love a to-do list? Great on the phone? Know how to guide a conversation without sounding like a robot?

We’re working with a friendly, family-run firm that helps people sort wills and protect what matters. No experience in wills or insurance needed - just the right attitude. The rest can be taught by the expert team there. There’s even future career progression to adviser level if you’re ambitious (which hopefully you are!).

What will you be doing?

  • You’ll help clients create their wills
  • Have confident, compassionate chats online or by phone
  • Manage your own diary like a pro
  • Open the door to protection advice with our expert team

This is an office-based role in Banbury, with eventual scope for hybrid working. You will be speaking to people throughout the day, so expect your week to include 2 evenings. From a salary perspective, you can earn up to £30k, with a bonus on top of that.

We appreciate this is a tiny snapshot of what you would do, so if you are interested and want to know more, call me, send me a message (Joshua Withers on LinkedIn), DM, or whatever is easiest. We encourage anyone who feels they are suitable to apply; we love seeing diversity in our applicants. We use specialist technology to ensure there are no gender biases in our adverts.

Every applicant will receive a response. We sometimes make mistakes and miss things from CVs, so you will be given an opportunity to receive feedback and discuss the role in more detail if you feel necessary.

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Contact Detail:

Will's Talent Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Support & Will Writing Coordinator

✨Tip Number 1

Show your enthusiasm for helping others during any conversations you have. This role is all about guiding clients through a sensitive process, so demonstrating empathy and a genuine desire to assist will set you apart.

✨Tip Number 2

Familiarise yourself with common questions and concerns people have about wills and estate planning. Even without prior experience, being knowledgeable about these topics can help you engage more confidently with potential clients.

✨Tip Number 3

Practice your phone skills! Since this role involves a lot of phone communication, try role-playing conversations with friends or family to improve your ability to guide discussions naturally and effectively.

✨Tip Number 4

Network with professionals in the field, such as financial advisers or legal experts. Building connections can provide you with insights into the industry and may even lead to valuable recommendations when applying for the role.

We think you need these skills to ace Client Support & Will Writing Coordinator

Excellent Communication Skills
Empathy and Compassion
Active Listening
Time Management
Diary Management
Customer Service Orientation
Problem-Solving Skills
Adaptability
Attention to Detail
Ability to Work Independently
Basic IT Skills
Team Collaboration
Positive Attitude
Willingness to Learn

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required. Highlight your ability to manage conversations and your organisational skills, as these are crucial for the Client Support & Will Writing Coordinator position.

Tailor Your CV: Make sure your CV reflects relevant experience, even if it's not directly related to wills or insurance. Emphasise your communication skills, any customer service experience, and your ability to manage tasks effectively.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your willingness to learn and grow within the firm, and how your attitude aligns with their values of compassion and support.

Follow Up: After submitting your application through our website, consider sending a polite follow-up message expressing your continued interest in the position. This can help keep you on their radar and shows your proactive nature.

How to prepare for a job interview at Will's Talent

✨Show Your Communication Skills

Since the role involves guiding conversations with clients, it's crucial to demonstrate your communication skills during the interview. Practice active listening and ensure you articulate your thoughts clearly and confidently.

✨Emphasise Your Attitude

The company values the right attitude over experience. Be sure to convey your enthusiasm for helping others and your willingness to learn. Share examples of how you've approached challenges positively in the past.

✨Prepare for Scenario Questions

Expect questions that assess how you would handle specific client situations. Think about potential scenarios related to will writing and client support, and prepare thoughtful responses that showcase your problem-solving abilities.

✨Demonstrate Organisational Skills

As you'll be managing your own diary, highlight your organisational skills. Discuss any tools or methods you use to stay organised and how you prioritise tasks effectively, especially in a busy environment.

Client Support & Will Writing Coordinator
Will's Talent
Location: Banbury
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  • Client Support & Will Writing Coordinator

    Banbury
    Full-Time
    21600 - 36000 £ / year (est.)
  • W

    Will's Talent

    50-100
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