Wills Advisor

3 weeks ago

Droitwich, Worcestershire, United Kingdom GMP Recruitment Ltd Full time

GMP Recruitment are proud to be partnered with one of Worcestershire's most recognised and highly regarded Legal Firms that offers a full range of legal services for both individuals and businesses.


We are currently supporting their recruitment for a Trainee Wills Advisor to provide much needed support to their Droitwich Firm, providing personal administrative and one-to-one support to clients.

This is a full time, permanent position that can offer a great training package.

The training will be held in Derby across a few days, so you must be available to travel for training when required.


This position would suit an individual that is used to dealing with the vulnerable and elderly that can offer a warm and welcoming service.


Trainee Wills Advisor main duties:

  • Draft wills of all complexities including discretionary trusts, life interest trusts, protection trusts, trusts for disabled persons and vulnerable beneficiaries
  • You will deal with clients on a onetoone basis, discussing their future plans looking at creating their Will
  • Complex administration and paperwork, ensuring the details of the meetings are documented effectively and efficiently
  • Build rapport with clients ensuring they are comfortable to discuss intimate and personal details
  • Follow up with clients and liaise with the senior legal team to ensure an 'all round' service is delivered and client satisfaction

Trainee Wills Advisor desired skills and experience:

  • Previous administration and client facing experience
  • Confident dealing with elderly people and sensitive information
  • Exceptional communication skills and the ability to build strong working relationships
  • Experienced in preparing and maintaining complex and sensitive paperwork
  • Understanding of law, legal terminology and wills and probate would be advantageous
Due to the nature of this job, personal qualities are a very important part of the recruitment process. You will have an understanding that every case has potential to become contentious or difficult. It is also vital that you have the skills to deal with uncomfortable, mournful, and vulnerable information.

You will be offered a salary up to £20K.

On completion of training, a commission of 2.5% will be paid in relation to Fees Paid in the previous month.

This position has the potential to offer career development and progression within the legal industry.

If the above role sounds perfect for you, or you require more information, please click apply

GMP Recruitment are recruiting for this role on behalf of their client and are acting as an Employment Agency.

Job Types:
Full-time, Permanent

Salary:
From £20,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • Onsite parking
  • Sick pay

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Supplemental pay types:

  • Commission pay
  • Performance bonus

Ability to commute/relocate:

  • Droitwich, Worcestershire: reliably commute or plan to relocate before starting work (required)

Experience:

  • System administration: 1 year (required)

Work authorisation:

  • United Kingdom (required)

Work Location:
One location

Reference ID:
J1158

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