Will Preparation Specialist

7 days ago


Ipswich, Suffolk, United Kingdom Fqps Full time

Are you passionate about estate planning and delivering exceptional customer service?

We are a well-established law firm regulated by the SRA, specialising in Will, Probate & Estate Planning.

We are seeking a highly motivated individual to join our team as a Probate and Estate Planning Professional.

About Our Job Responsibilities
  • Delivering tailored RightWill services to each client.
  • Providing outstanding customer service at all times.
  • Working with the rest of the business to deliver its core purpose and cultural values.
  • Completing administrative tasks to create accurate legal documents.
  • Organising and attending signing meetings for clients.
  • Managing a large case load of client files.
  • Working towards and achieving financial targets.
  • Reporting the outcome of appointments using our CRM system.
Key Requirements:
  • Attending client appointments to provide advice and guidance.
  • Passion for the law and helping clients.
  • Confident and natural communicator.
  • Ability to build relationships with clients and colleagues.
  • Caring and empathetic nature.
  • Organised with a careful and accurate approach.
  • Confident telephone manner.
  • Excellent attention to detail.
  • Punctual and reliable.
Benefits and Location
  • In-house training and an accredited diploma.
  • Ipswich or willing to relocate before starting work, United Kingdom.

Please note that a full UK driving license and vehicle are required for this role.

Job Details

Full-time, £16,770.00 per year, 8 hour shift.



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