Note: The job is a remote job and is open to candidates in USA. Westminster Law is seeking a dynamic and personable Will Writer/Legal Consultant/Estate Planning Practitioner to join their team. This role is essential to client services, involving managing client meetings and providing expert guidance on estate planning matters.
Responsibilities
- Managing your own diary
- Conducting client meetings (face-to-face)
- Offering expert guidance on estate planning matters
- Drafting legal documents
- Travelling within your area to visit clients
Skills
- Exceptional verbal and written communication skills
- Ability to drive results and deliver against targets
- High attention to detail and a strong sense of focus on the customer
- Excellent organisational skills with the ability to manage and prioritise your own caseload
- Working independently and as part of a wider team
- Proficient with G-Suite or Microsoft Office applications
- Full UK Drivers Licence
- Experience in will-writing, estate planning, financial advisory or a similar related field
- Experience working in a sales environment or target driven position advantageous
- STEP qualifications, IPW or Society of Will Writers membership
- Experience with legal practice management software
Benefits
- Comprehensive training and certification provided
- Society of Will Writers accreditation and professional indemnity insurance cover
- Remote working with travel to clients
- Mileage allowance
- Pension and holiday allowance
- Opportunity to overachieve on commission
- Clear path for long-term career growth, including the potential to be invited to join Westminster Law as a Franchisee and Partner, taking a leadership role in the business as your career progresses
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