Will Preparation Specialist
7 days ago
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.
- 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.
- 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 DetailsFull-time, £16,770.00 per year, 8 hour shift.
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