Remote Will Writer & Estate Planning Specialist

Co-op Group; Manchester; Remote; GBP 25,000 - 28,000; Full time

Job summary

A community-focused organization in the UK is seeking an experienced Will Writer to manage estate planning cases, ensuring clients receive personalized guidance and support. The ideal candidate will have a background in drafting wills, strong attention to detail, and excellent customer service skills. This position offers a competitive salary, flexibility in work location, and opportunities for professional development.

Benefits

Competitive salary

Pension with up to 10% employer contributions

28 days holiday plus bank holidays

Free support for wellbeing

Discounts on Co-op products

Qualifications

• Previous experience of drafting wills and advising clients relating to estate planning matters.
• Some experience of managing cases.
• A high level of attention to detail.

Responsibilities

• Document and write wills of various complexity and other estate planning documentation.
• Communicate with clients and external partners via phone and written communication.
• Manage an incoming case load and work towards the successful completion of a case.

Skills

Drafting wills

Client advising

Case management

Attention to detail

Customer service

Job description

A community-focused organization in the UK is seeking an experienced Will Writer to manage estate planning cases, ensuring clients receive personalized guidance and support. The ideal candidate will have a background in drafting wills, strong attention to detail, and excellent customer service skills. This position offers a competitive salary, flexibility in work location, and opportunities for professional development.