We want to hear all about you and your goals for the year & help you to facilitate your personal and professional ambitions. A company culture
that embodies empowerment and ownership. We don’t do hierarchy! Company ‘get togethers’ . There’s always something fun happening over here… Rewards & recognition programme.
You want to be recognised for your efforts don’t you? We love celebrating success. Westfield health benefits.
We want to make sure you have access to look after your physical and mental health and have 24/7 access to those ‘healthy extra’s.’ If this sounds like somewhere you can see yourself working, then read on to find out about the role. Purpose of the Role: To advise clients on creating Wills, Trusts and Lasting Powers of Attorney using our RightWill service. Upon instruction to create and execute the documents ensuring the clients are legally protected. Main Duties and Responsibilities Attending client appointments to provide advice and guidance on creating Wills and Lasting Powers of Attorney Giving a tailored RightWill service to each client Delivering outstanding customer service at all times Working with the rest of the business to deliver its core purpose and cultural values Completing high level administrative tasks to create accurate legal documents Organising and attending signing meetings for our clients, ensuring the documents are executed correctly Managing a large case load of client files from instruction to completion Working towards and achieving financial targets set by the business Precisely and regularly reporting the outcome of appointments using our CRM system A passion for the law and helping clients Confident and natural communicator Ability to build effective relationships with clients and colleagues Caring and empathetic nature when dealing with clients Be very well organized with a careful and accurate approach Have a confident and friendly telephone manner Excellent attention to detail Be punctual and reliable This job opportunity comes with in house training and an accredited diploma upon completion. Must have a full UK driving license and vehicle. Job Type: Full-time Pay: £16,770.00-£25,000.00 per year Schedule: 8 hour shift Ability to commute/relocate: Ipswich: reliably commute or plan to relocate before starting work (required) United Kingdom (required)
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