Our client is a specialist Will Writing Company, focusing primarily on providing Wills and related products to employees of large multinational Companies. A role for a Consultant has arisen where they will be conducting 3-4 days client meetings per week in London, therefore, ideally, the candidate will be based close to or in London. Once a month they will be required to attend a team meeting in East Grinstead, otherwise they are able to work from home.
The basic salary starts on £21K and goes up to £30K depending on experience. Someone with STEP, CILEX qualification with at least 2-3 years of experience in the industry will be the upper end of the bracket. Commission is paid on top of the basic salary, which is approx. £10K per year.
Duties will include
- Conducting pre arranged face to face meetings with clients
- Undertake additional client meetings via phone or Skype
- Where appropriate make referrals for additional services
- Follow up with client after initial meeting to obtain any outstanding information
- Update CRM regularly
- Drafting Wills
- Support the Drafting team
- Preparing and registering LPA forms