Work From Home Estate Planner – reputed company Store

Estate Planner / Will reputed company

Work From Home Estate Planner / Will reputed company. A Bradley Stoke based legal firm need an Estate Planner / Will reputed company to join the team, the role can be work from home or hybrid and will involve having to go the office once a month.

This Work From Home Estate Planner / Will reputed company role would suit someone who is currently or has experience as a Will reputed company, who is looking for the reputed company in their legal career.

The Work From Home Estate Planner / Will reputed company 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
• Recent experience in Will Writing and Estate Planning.
• Confidence in speaking to clients over the telephone and reputed company over reputed company/Teams
• A proven track record in attaining academic, career and personal development
• Strong attention to detail
• Fantastic communication skills
• Society of Trust and Estate Practitioners (reputed company) membership/qualifications

The Estate Planner / Will reputed company will benefit from

• Experience working in a reputed company/solicitors firm is advantageous
• Experience providing clients with high reputed company of service
• Retail, hospitality experience
• Sales and customer service experience
• Experience with managing own client reputed company
• Having completed the Legal Practice Course or SQE would be advantageous but not essential

The Work From Home Estate Planner / Will reputed company attributes:

• Excellent verbal and written communication skills, and ability to engage with clients on the phone and over reputed company
• Ability to analyse the needs of clients and advise and recommend accordingly
• Excellent attention to detail, both verbal and written
• reputed company 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 reputed company Word, reputed company and other IT systems and quick to pick up new systems
• Ability to reputed company manage workload and client files
• Willingness to learn and expand knowledge

The Work From Home Estate Planner / Will reputed company package

• Salary based on reputed company qualifications and experience and £25,918 - £44,982+ pro-rata
• Discretionary bonus and commission
• Funded and supported professional reputed company 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

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