Will Writing Consultant

James McKenzie Wills Limited; East London; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A reputable Wills and Probate firm is seeking a professional for client meetings and Will writing services. The role involves conducting face-to-face client meetings, preparing necessary documentation, and participating in regional trips. Candidates should have a degree in law, relevant experience in the Will writing industry, and excellent interpersonal skills. Flexibility to travel within London and surrounding areas is required. Remote working up to two days a week is also available.

Qualifications

• Degree in Law, Probate, Wills required.
• Experience in Will Writing industry highly valued.
• STEP qualified candidates preferred.

Responsibilities

• Conduct pre-arranged face to face meetings with clients.
• Update CRM regularly with any follow up correspondence.
• Assist and attend client roadshows promoting services.

Skills

Degree in Law, Probate, Wills

Experience in the Will Writing industry

STEP qualified

CILEX

Confident in face-to-face meetings with clients

Excellent interpersonal & organisational skills

Excellent verbal and written communication skills

Adaptability

Clean driving licence

Education

Degree in Law, Probate, Wills

Job description

Overview

London or East Grinstead based

Role Outline

Your week will consist of 3-4 days of face to face client meetings. These meetings are mainly conducted on site at the clients’ offices, with some home visits, and 2 – 3 regional trips per quarter. Roadshows and benefit fairs are also attended at key times during the year. Meetings are booked and organised by our central reservation team. 1-2 days per week from home for client information, drafting documents etc. Training and meeting days are hosted at our HQ in East Grinstead.

Key Responsibilities

• Conduct pre-arranged face to face meetings with clients
• Undertake additional client meetings via phone or Skype when necessary.
• Follow up with clients after initial meeting to obtain any outstanding information and answer any questions so that draft Willsand subsequent Final versions can be issued.
• Update CRM regularly with any follow up correspondence.
• Preparing and registering LPA forms.
• Assistance and attendance at client roadshows - promoting James McKenzie’s service
• Regular regional client meetings outside of London (usually 1-2 per month). Overnight stay may be required
• Further development of knowledge and skills via additional studies and qualifications may be required.
• Attend and actively participate in scheduled staff meetings in the HQ.

Desired Skills

• Degree in Law, Probate, Wills
• Experience in the Will Writing industry
• STEP qualified
• CILEX
• Confident in face-to-face meetings with clients
• Highlypresentable professional
• Excellent interpersonal & organisational skills
• Excellent verbal and written communication skills
• Adaptability
• Well-travelled– punctual, comfortable and capable of traveling within London etc
• Clean driving licence
• London or East Grinstead based

Salary depending on qualification and relevant experience.