Client Support & Will Writing Coordinator

JR United Kingdom; Oxford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading family-run firm in the Oxford district is seeking a Client Support & Will Writing Coordinator. This office-based role involves guiding clients through the will process, managing appointments, and assisting with future protection advice. Strong communication skills and a positive attitude are essential, with opportunities for progression to adviser level.

Qualifications

• Confident on the phone, able to guide conversations.
• Attitude is more important than experience.

Responsibilities

• Help clients create their wills.
• Manage own diary efficiently.

Skills

Communication

Empathy

Job description

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Client Support & Will Writing Coordinator, oxford district

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Client:

Will's Talent

Location:

oxford district, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

07.06.2025

Expiry Date:

22.07.2025

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Job Description:

Love a to-do list? Great on the phone? Know how to guide a conversation without sounding like a robot?

We’re working with a friendly, family-run firm that help people sort wills and protect what matters.

No experience in wills or insurance needed - just the right attitude. The rest can be taught by the expert team there. There’s even future career progression to adviser level if you’re ambitious (which hopefully you are!).

What will you be doing?

You’ll help clients create their wills

Have confident, compassionate chats online or by phone

Manage your own diary like a pro

And open the door to protection advice with our expert team

This is an Office-based role in Banbury, with eventual scope for hybrid working. You will be speaking to people throughout the day, so expect your week to Include 2 evenings.

From a salary perspective you can earn up to £30k, with a bonus on top of that.

We appreciate this is a tiny snapshot of what you would do, so If you are interested and want to know more, call me, send me a message (Joshua Withers on LinkedIn), DM, or whatever is easiest.

We encourage anyone who feels they are suitable, to apply, we love seeing diversity in our applicants. We use specialist technology to ensure there are no gender biases in our adverts.

Every applicant will receive a response. We sometimes make mistakes and miss things from CVs, so you will be given an opportunity to receive feedback and discuss the role in more detail if you feel necessary.