Job Title

Will Writer

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Required Skills:

Job Description

*  Conduct pre-arranged face to face and SKYPE meetings with clients to offer advice on how best to structure their Will.

*  Where appropriate make referrals for additional services e.g. trusts, LPAs

*  Follow up with clients for further information and answering queries.

*  Drafting Wills (training provided).

*  Preparing and registering LPA forms.

*  Assistance and attendance at client roadshows.

*  Attendance and participation at regular company meetings.

*  All related administration and updating of CRM.

*  Help promote the business and identify and generate new opportunities.

3/4 days will be meetings with clients and 1/2 will be related admin.

Experience would be an advantage, but otherwise qualifications in Step, Cilex or Law Degree.

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