Senior Estate Planner

Senior Estate Planner

Senior Estate Planner / Will Writer. A Bradley Stoke based legal firm need a Senior Estate Planner / Will Writer to join the team.

This Senior Estate Planner / Will Writer role would suit someone who is currently or has experience as a Will Writer, who is looking for the next step in their legal career.

The Senior Estate Planner / Will Writer requirements:

• Graduate in a regulated profession such as Law or Accountancy and Finance, having attained a minimum of a high 2:1, or a diploma in financial services
• Relevant experience in Will Writing and Estate Planning.
• Confidence in speaking to clients over the telephone and virtually over Zoom/Teams
• A proven track record in attaining academic, career and personal development
• Strong attention to detail
• Fantastic communication skills

The Senior Estate Planner / Will Writer will benefit from:

• Society of Trust and Estate Practitioners (STEP) membership/qualifications would be advantageous but not essential
• Experience working in a law firm/solicitors firm is advantageous
• Experience providing clients with high levels of service
• Retail, hospitality experience
• Sales and customer service experience
• Experience with managing own client base
• Having completed the Legal Practice Course or SQE would be advantageous but not essential

The Senior Estate Planner / Will Writer attributes:

• Excellent verbal and written communication skills, and ability to engage with clients on the phone and over Zoom
• Ability to analyse the needs of clients and advise and recommend accordingly
• Excellent attention to detail, both verbal and written
• Able to manage and liaise with multiple clients and introducers at different stages of the process
• Ability to handle sensitive information with the utmost discretion
• Ability to work as a team and independently
• Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
• Ability to efficiently manage workload and client files
• Willingness to learn and expand knowledge

The Senior Estate Planner / Will Writer package:

• Salary based on STEP qualifications and experience and £25,918 - £44,982+ pro-rata
• Discretionary bonus and commission
• Funded and supported professional STEP qualifications
• 25 days holiday plus 24 & 31 December, and statutory bank holidays
• Pension
• Working hours full-time 37.5 hours per week
• Flexible working policy including optional WFH
• Complimentary Will and End-of-Life planning
• Up to 30% discount for immediate family Wills and End-of-Life planning
• Critical illness insurance
• Income protection
• Death in service

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