Remote Will Writer Job in UK Co-op

Who you are

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

Desirables

• Training Ability
• Remote Working

What the job involves

• Document and write wills of various complexity write powers of attorney and other estate planning documentation making sure all paperwork is accurate and professionally written
• Communicate with clients and external partners via the phone and written communication throughout each case
• Manage an incoming case load and work with those parties involved towards the successful completion of a case
• Accurately maintain client records and correspondence on our systems making sure that all compliance and regulatory standards are met

Application process

• Online assessment typically takes between 45-60 minutes
• Background checks including SRA check credit checks and a DBS check