Wills, Trusts and LPA Consultant Full TimePermanent

22 hours ago

East Grinstead, United Kingdom First Recruitment Services Full time

The role – duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA’s) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management – review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services – Mortgages, Life insurance etc. A degree in law is desirable – NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable – NOT ESSENTIAL STEP or CILEX qualified (or working towards) – Desirable – NOT ESSENTIAL – Training courses will be provided. Full UK driving licence (own car not required). This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities. For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now Short-listing will take place soon – don’t miss out Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person’s gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.

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