Trainee Will Drafter
3 weeks ago
_Trainee Will Drafter_
We are a firm which specialises solely in Private Client work and are currently experiencing a strong level of growth. We are looking to support this growth by taking on a new Trainee Will Drafter with a view to becoming a fully-fledged Will drafter.
Your role will begin with generally assisting case handlers in the firm, with the objective that you are eventually able to take on your own caseload under supervision (usually within 6-12 months).
Your main responsibilities will include, but will not be limited to, the below:
**Main Duties and Responsibilities**:
- Opening and closing client files, including carrying out money laundering and identity verification checks.
- To make and receive telephone calls so as to provide updates of information to relevant parties as required.
- Assisting clients with the release of their documents and other requests.
- Setting up and attending meetings under supervision.
- Filing, arranging secure document storage, and maintaining client confidentiality.
- Drafting of legal documents under supervision, including Wills, Trusts, and Lasting Powers of Attorney.
- With experience, the successful applicant will be expected to manage their own caseload of client files under supervision.
- To ensure the confidentiality and security of the firm’s and client documentation and information
- To undertake any specific training when required to do so.
- Once trained, to discuss additional services that clients may require and, where possible, selling them these services for competitive fees. **We offer a generous commission scheme centred around sales of legal services to clients who would benefit from these.**
**Salary**: £18,000.00-£22,000.00 per year
Additional pay:
- Bonus scheme
- Commission pay
Schedule:
- Monday to Friday