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- Tasks: Provide expert advice on Wills, Trusts, and LPAs while ensuring legal compliance.
- Company: Join a friendly and successful organisation with a strong career pathway.
- Benefits: Career progression opportunities, training courses, and a supportive team environment.
- Why this job: Make a real difference in clients' lives by helping them secure their legacies.
- Qualifications: Excellent communication skills; experience in financial services is a plus but not essential.
- Other info: Dynamic role with opportunities for further development and learning.
The predicted salary is between 28800 - 48000 £ per year.
The role – duties and responsibilities:
- Offering expert advice to clients on how best to structure their Will / Trusts / LPAs, whilst ensuring compliance with current laws.
- Building and maintaining strong client relationships, offering a bespoke and caring service.
- Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products.
- Prioritising work so that deadlines and company service level agreements (SLA’s) can be met.
- Responsible for gathering and maintaining accurate and relevant information and legal records.
- Following up with clients after their initial meeting to obtain any outstanding information.
- Drafting and revising Wills and LPAs within company SLAs.
- Answering client calls and emails within company SLAs.
- Preparing LPA forms, supporting with submitting & registering.
- Attending regional client meetings. An overnight stay may be required on occasions.
- Diary management – review and maintain your diary weekly.
- Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation.
Experience, competencies and knowledge required:
- Excellent verbal and written communication skills along with exceptional client care skills.
- Works well under pressure on own and as part of a team.
- Previous experience in Financial Services – Mortgages, Life insurance etc.
- A degree in law is desirable – NOT ESSENTIAL.
- Experience in Wills, Trusts, Probate and Estate Planning is desirable – NOT ESSENTIAL.
- STEP or CILEX qualified (or working towards) – Desirable – NOT ESSENTIAL – Training courses will be provided.
- Full UK driving licence (own car not required).
This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities. For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short‑listing will take place soon – don’t miss out!
Wills, Trusts and LPA Consultant Full TimePermanent in East Grinstead employer: First Recruitment Services
Contact Detail:
First Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wills, Trusts and LPA Consultant Full TimePermanent in East Grinstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and financial sectors. Attend local events or webinars related to Wills, Trusts, and LPAs. You never know who might have a lead on a job or can introduce you to someone who does.
✨Tip Number 2
Show off your expertise! Create a LinkedIn profile that highlights your knowledge in estate planning and client care. Share articles or insights about recent changes in laws related to Wills and Trusts. This will position you as a knowledgeable candidate when employers are looking.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as a Wills, Trusts, and LPA Consultant. Think about how you'd handle client queries or explain complex legal terms in simple language. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to highlight your client care skills and any relevant experience in financial services. Let’s get you that dream job!
We think you need these skills to ace Wills, Trusts and LPA Consultant Full TimePermanent in East Grinstead
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in Wills, Trusts, and LPAs. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant expertise!
Show Off Your Communication Skills: Since excellent verbal and written communication is key for this role, ensure your application reflects that. Use clear, concise language and check for any typos or errors – we love attention to detail!
Demonstrate Client Care: We’re all about building strong client relationships, so share examples of how you’ve provided exceptional client care in the past. This will help us see how you can contribute to our bespoke service.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and keep everything organised. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at First Recruitment Services
✨Know Your Stuff
Make sure you brush up on the latest laws and regulations regarding Wills, Trusts, and LPAs. Being able to discuss these confidently will show that you're serious about the role and can provide expert advice to clients.
✨Client Care is Key
Prepare examples of how you've built strong client relationships in the past. Think about times when you went above and beyond to help a client, as this will demonstrate your exceptional client care skills.
✨Stay Organised
Since the role involves managing deadlines and SLAs, be ready to talk about your time management strategies. Bring up any tools or methods you use to keep track of tasks and ensure nothing slips through the cracks.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and opportunities for further development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
