Will Writing Consultant-Regional Client Meetings & Drafting

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

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.