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Will Writer

Skills
Advising ClientsAttention To DetailCoachingCustomer ServiceEstate PlanningPress ReleasesRegulatory Standards
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Previous experience of drafting wills and advising clients relating to estate planning matters
  • Some experience of managing cases
  • Ability to build positive relationships and passion for providing outstanding customer service
  • High level of attention to detail
  • Ability to prioritise and manage your own caseload to deliver against targets

Day to day

  • Manage estate planning cases end to end, drafting and taking instructions on various wills and estate planning documents
  • Communicate with clients remotely, providing outstanding service and case resolution
  • Gain exposure to a variety of cases within a supportive team

Hiring process

  • Online assessment 45-60 mins