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For Companies At a Glance
- Tasks: Help clients draft Wills and manage cases from start to finish.
- Company: Join a reputable firm focused on private client services.
- Benefits: Enjoy flexible working hours and opportunities for professional development.
- Why this job: Make a real impact by helping clients secure their legacies in a supportive team.
- Qualifications: Experience in drafting Wills and strong client care skills are essential.
- Other info: Networking opportunities available to grow your professional connections.
The predicted salary is between 36000 - 60000 £ per year.
Our client has a permanent vacancy for a Will Writer. We are interested in hearing from candidates who have worked within a Private Client department. You’ll be able to demonstrate your organisational skills, meet deadlines and work well under pressure in a team environment, whilst managing client expectations.
Key Responsibilities
- To deal with client cases from initial instruction to completion under supervision.
- Liaise with clients face to face and over the phone.
- Drafting of Wills and Residential Declarations of Trust.
- Attending outside appointments if required.
- Reporting to and receiving and acting upon instruction from the head of department.
- To generate new business for the department and the firm through identifying cross-selling opportunities and attending networking events.
- Attending required training courses.
- Adhering to the Firm’s compliance obligations.
Required Skills and Experience:
- Proven experience in drafting Wills and Declarations of Trusts.
- Experience with liaising with clients over the phone and face to face coupled with strong client care skills.
- Flexibility in support of other members of staff.
Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Will Writer - Private Client employer: Ideal Personnel and Recruitment Solutions
Contact Detail:
Ideal Personnel and Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Will Writer - Private Client
✨Tip Number 1
Network with professionals in the private client sector. Attend local legal events or seminars where you can meet potential employers and learn more about the industry. Building relationships can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in will writing and estate planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Practice your client communication skills. Since the role involves liaising with clients face-to-face and over the phone, consider role-playing scenarios with friends or colleagues to enhance your ability to manage client expectations effectively.
✨Tip Number 4
Prepare for potential interview questions by reflecting on your past experiences in drafting wills and managing client cases. Be ready to discuss specific examples that highlight your organisational skills and ability to work under pressure.
We think you need these skills to ace Will Writer - Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in drafting Wills and Declarations of Trusts. Include specific examples of your work within a Private Client department to demonstrate your relevant skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and ability to manage client expectations. Mention your experience with client interactions, both face-to-face and over the phone, to emphasise your strong client care skills.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the key tasks of the Will Writer position. This includes your ability to work under pressure and meet deadlines.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A well-presented application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Ideal Personnel and Recruitment Solutions
✨Showcase Your Client Liaison Skills
Since the role involves liaising with clients both face-to-face and over the phone, be prepared to discuss your previous experiences in client interactions. Highlight specific examples where you successfully managed client expectations or resolved issues.
✨Demonstrate Organisational Abilities
The job requires strong organisational skills to handle cases from start to finish. Be ready to explain how you prioritise tasks and manage deadlines, perhaps by sharing a time when you successfully juggled multiple responsibilities.
✨Familiarise Yourself with Wills and Trusts
As drafting Wills and Declarations of Trust is a key responsibility, brush up on relevant terminology and processes. You might even want to prepare a few questions about their drafting procedures to show your genuine interest in the role.
✨Prepare for Compliance Discussions
Understanding compliance obligations is crucial in this position. Be prepared to discuss how you have adhered to compliance in past roles, and consider any relevant training you've undertaken that relates to legal compliance.
