|Salary:||£ 40,000 Per Annum|
|Contract Type:||Permanent Full-Time|
Up to £40,000
Our Client is a growing IFA firm, with offices in London and across the South East, with an objective of delivering non-bias financial advice from a selection of product providers are currently looking for a will writer to join their busy team in Chelmsford. They pride themselves on offering clear routes for financial and educational progression and career development. As a Will writer, you will work to support the Managing Director and IFA’s as well as writing wills.
An ideal candidate will have previous will writing experience and be highly organised with good PC skills.
Key Duties and Responsibilities:
Writing wills and LPAs for clients of the firms IFAs
Dealing with the more complex nature or estate planning (including trusts and probate)
Taking instruction from the client and their needs
Managing your own diary and competently booking client referrals in
Attending client meetings along with IFAs when necessary
Travelling to clients residences when required to
Ideal skills and experiences:
Previous will writing skills
Hold a clean, current driving license
Excellent customer-care skills
Ability to prioritise work effectively
Knowledge of Microsoft office applications (Advisor Office (1st software), The Exchange are desirable)
Excellent English and Maths skills
Ability to work on own initiative (keeping up to date with legal initiatives etc)
This is a full-time, permanent position working Monday- Friday 9am-5pm. This is an excellent opportunity for someone who is looking to gain experience within the Financial Services Industry. If you feel this could the right opportunity for you email your CV to us directly or call for more information.