Will Writer

Are you looking for a new opportunity to work for a company that is not only successful but also takes great care of their employees? Do you want to work in a fun enjoyable environment where there is a perfect balance between hard work and enjoyment? If yes, then this could be the role for you.

The company:

This company’s passion is to help people make the best decisions about their money and provide clear information to help people achieve their financial goals. Their long-term ambition is to build sustainable relationships with clients by getting know them and their long-term goals. The company is quite small and has a real family feel, they take extra care with their clients and always try to do what is best for them.

The role:

Your role as a Will Writer will involve dealing with lots of different people and situations, someone that is able to adapt to these situations would be a brilliant fit for the role and would work very well and be a huge asset for the company.

Some of your key responsibilities will include:

• Preparing and registering LPAs
• Taking instructions from clients through phone calls, video calls and face to face meetings
• Advising the most appropriate will
• Closing files and registering documents

The person

We would love to speak to people that are professional, hardworking, and caring. These attributes are exactly what the company are looking for, they pride themselves on having a high duty of care for their clients and getting to know and understand the different client’s situations and needs and acting accordingly.

The benefits:

£30-35K Plus benefits

TP104