Job Description
Job Title: Will and LPA Estate Planner
Location: Stockton-on-Tees
BDM Recruitment Vacancy Ref: B3508WBMC
Are you an experienced Will Writer looking for a new opportunity with a leading financial advice company? Our client is a renowned nationwide firm with nearly 20 years of award-winning financial advice, is expanding its team. This is your chance to join a progressive company and contribute to its customer-focused ethos.
Overview:
- Our client is a leading financial advice company with a 5-star Feefo customer experience rating and is seeking an experienced Will and LPA Estate Planner to join its team in Stockton-on-Tees. This is a great opportunity to join a dynamic and forward-thinking company with excellent career development opportunities. The existing team consisting of wealth advisors, mortgage brokers and equity release advisors are submitting 60 new applications a month, these financial services professionals, work from a fact find, highlighting the need for Wills and LPA estate planning, as well as being finally incentivised to refer Wills and Lasting Powers of Attorney leads to the successful applicant.
Responsibilities:
- Draft wills and Lasting Powers of Attorney (LPAs) for clients
- Provide clear and concise advice on estate planning matters.
- Maintain a high level of customer service.
- Work closely with the estate planning team to achieve targets.
- Develop your skills and knowledge in estate planning.
Skills and Experience:
- Solid track record of drafting wills and LPAs
- Excellent communication and interpersonal skills
- Relationship-building skills with a knack for implementing change.
- Ability to work well under pressure and to deadlines.
- Caring and empathetic approach
- Strong administrative and organizational skills
- Knowledge of Microsoft Office
- The desire to work in an ethical and customer service focused environment.
Benefits:
- Competitive salary
- Generous holiday allowance
- Pension scheme
- Staff discounts on financial services
- Excellent career development opportunities
- Modern air-conditioned offices
Additional Notes:
- This is a full-time position.
- Applicants must be eligible to work in the UK.
- Excellent communication and interpersonal skills are essential.
Our Client
Our client is a leading financial advice company with a reputation for providing excellent customer service. They offer their employees a competitive salary and benefits package, as well as the opportunity to develop your skills and knowledge in a supportive and friendly environment.
To Apply:
📞 Contact Bryn McMillan, Managing Director, BDM Recruitment
Call me on 0777 9523541
Email me at bm@bdmrecruitment.co.uk
Register Here: https://bdmrecruitment.co.uk/alphabatic-listing/register/