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- Tasks: Join our team as an Estate Planner / Will Writer, helping clients with their estate planning needs.
- Company: We're a dynamic legal firm in Bradley Stoke, dedicated to providing top-notch services.
- Benefits: Enjoy flexible working, professional development support, and generous holiday allowances.
- Why this job: Make a real impact while growing your career in a supportive and engaging environment.
- Qualifications: A graduate in Law or Finance with relevant experience in Will Writing is preferred.
- Other info: Opportunities for STEP qualifications and a competitive salary based on experience.
The predicted salary is between 22000 - 36000 £ per year.
A Bradley Stoke based legal firm needs an Estate Planner / Will Writer to join the team. This role would suit someone who is currently or has experience as a Will Writer, who is looking for the next step in their legal career.
Requirements:
- Graduate in a regulated profession such as Law or Accountancy and Finance, having attained a minimum of a high 2:1, or a diploma in financial services
- Relevant experience in Will Writing and Estate Planning
- Confidence in speaking to clients over the telephone and virtually over Zoom/Teams
- A proven track record in attaining academic, career and personal development
- Strong attention to detail
- Fantastic communication skills
Benefits:
- Society of Trust and Estate Practitioners (STEP) membership/qualifications would be advantageous but not essential
- Experience working in a law firm/solicitors firm is advantageous
- Experience providing clients with high levels of service
- Retail, hospitality experience
- Sales and customer service experience
- Experience with managing own client base
- Having completed the Legal Practice Course or SQE would be advantageous but not essential
Attributes:
- Excellent verbal and written communication skills, and ability to engage with clients on the phone and over Zoom
- Ability to analyse the needs of clients and advise and recommend accordingly
- Excellent attention to detail, both verbal and written
- Able to manage and liaise with multiple clients and introducers at different stages of the process
- Ability to handle sensitive information with the utmost discretion
- Ability to work as a team and independently
- Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
- Ability to efficiently manage workload and client files
- Willingness to learn and expand knowledge
Package:
- Salary based on STEP qualifications and experience and £25,918 - £44,982+ pro-rata
- Discretionary bonus and commission
- Funded and supported professional STEP qualifications
- 25 days holiday plus 24 & 31 December, and statutory bank holidays
- Pension
- Working hours full-time 37.5 hours per week
- Flexible working policy including optional WFH
- Complimentary Will and End-of-Life planning
- Up to 30% discount for immediate family Wills and End-of-Life planning
- Critical illness insurance
- Income protection
- Death in service
Proactive People is an employment agency and employment business.
Estate Planner / Will Writer in Bristol employer: Proactive Solutions Group Ltd
Contact Detail:
Proactive Solutions Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner / Will Writer in Bristol
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in estate planning and will writing. Attend local legal events or webinars to meet potential colleagues and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in this evolving field.
✨Tip Number 3
Practice your communication skills, particularly in virtual settings. Since the role involves client interactions over Zoom or Teams, being comfortable and articulate in these formats is crucial.
✨Tip Number 4
Consider reaching out to current employees at the firm for informational interviews. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the interview process.
We think you need these skills to ace Estate Planner / Will Writer in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Will Writing and Estate Planning. Emphasise any qualifications, such as a degree in Law or Accountancy, and detail your communication skills, especially in client interactions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your understanding of the role. Mention specific experiences that demonstrate your attention to detail and ability to handle sensitive information.
Highlight Relevant Experience: In your application, clearly outline any previous roles in legal firms or related fields. If you have experience managing your own client base or providing high levels of service, make sure to include this.
Showcase Your Communication Skills: Since the role requires excellent verbal and written communication skills, provide examples of how you've successfully engaged with clients in the past, whether over the phone or via virtual meetings.
How to prepare for a job interview at Proactive Solutions Group Ltd
✨Showcase Your Legal Knowledge
Make sure to brush up on your legal knowledge, especially around estate planning and will writing. Be prepared to discuss relevant laws and regulations, as well as any recent changes in legislation that may affect clients.
✨Demonstrate Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Use examples from your past experiences where you successfully communicated complex information to clients.
✨Highlight Attention to Detail
Prepare to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a significant difference in a project or client outcome.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Be ready to explain how you would approach these situations, demonstrating your analytical skills and ability to provide tailored advice.
