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- Tasks: Draft Wills, manage executorships, and assist clients with legal queries.
- Company: Award-winning leader in the Wills and Trustee industry.
- Benefits: Private medical, yearly bonus, hybrid working, and 25 days holiday.
- Other info: Great opportunities for professional growth and client interaction.
- Why this job: Join a supportive team and develop your career in a rewarding field.
- Qualifications: Experience in Wills and Probate; STEP qualification is a plus.
The predicted salary is between 40000 - 50000 £ per year.
We have a fantastic opportunity to join a leading business who are award winners and clear leaders in their industry. You will benefit from a great benefits package including private medical, yearly bonus, hybrid working, 25 days holiday and more.
We are seeking someone for this role who has clear experience in a similar role as an essential.
Will Writing Services- Drafting Wills and related documents based on instructions received from clients via email, telephone, or meetings (in person or via video call).
- Discussing instructions and responding to queries from clients and their advisers through correspondence and meetings, including handling technical queries where required.
- Maintaining accurate and up-to-date records relating to Wills.
- Processing payments for Will-writing services.
- Managing queries and correspondence relating to cancelled or inoperative Will appointments.
- Conducting reviews of existing Wills.
- Preparing LPAs based on client instructions.
- Discussing instructions and responding to queries from clients, their families, and advisers through correspondence and meetings.
- Registering, handling, and supervising the appointment of a corporate attorney under an Enduring Power of Attorney (EPA), including all associated matters.
- Assisting with reviews of existing LPAs.
- Managing executorship cases from initial notification of death through to completion of the estate administration process, including meeting with family members, arranging property insurance, appointing solicitors, and preparing information required for probate applications.
- Liaising with investment managers and financial planning teams as appropriate.
- Advising families and beneficiaries on inheritance tax matters.
- Making distributions, settling liabilities including payments to HMRC, collecting in assets, and preparing allocation statements, estate accounts, and R185 certificates.
- Ensuring thorough and accessible record-keeping.
- Building and maintaining strong family relationships.
- Identifying opportunities to retain assets and develop new business.
Experience: It is essential you have similar experience in another role, understanding technical elements of Wills, Probate, Estates etc. If you have started your STEP qualification, great, if not - they will fund this qualification. Experience in client contact, face to face. For this role you do need a full driving license and vehicle for occasional meetings.
Wills & Trustee Advisor in Suffolk employer: Opus People Solutions Ltd
Contact Detail:
Opus People Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wills & Trustee Advisor in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Wills & Trustee Advisor role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Wills, Probate, and Estates. Be ready to discuss your experience and how it aligns with the role. We want to see your passion and expertise shine through!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website for the best chance at landing that dream job. We’re here to support you every step of the way, so take advantage of our resources and guidance to make your application stand out!
We think you need these skills to ace Wills & Trustee Advisor in Suffolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wills & Trustee Advisor role. Highlight your relevant experience in will writing, estate management, and client interactions. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention any relevant qualifications or experiences that set you apart.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your communication skills in your application. Whether it's through your writing style or examples of past client engagements, we want to see how you connect with people.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Opus People Solutions Ltd
✨Know Your Wills and Trusts
Make sure you brush up on your knowledge of wills, probate, and estates. Be prepared to discuss specific scenarios or technical queries that may arise in the role. This will show your understanding and confidence in handling complex matters.
✨Showcase Your Client Interaction Skills
Since this role involves a lot of client contact, think of examples from your past experience where you've successfully managed client relationships. Highlight your communication skills and how you’ve handled difficult situations with clients.
✨Prepare for Technical Questions
Expect questions that dive deep into the technical aspects of will writing and LPAs. Review common issues and solutions related to these topics so you can demonstrate your expertise and problem-solving abilities during the interview.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, career development opportunities, or specifics about the team you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.