Note: The job is a remote job and is open to candidates in USA. Westminster Law is seeking a dynamic and personable Will Writer/Legal Consultant/Estate Planning Practitioner to join their team. This role is essential to client services, involving managing client meetings and providing expert guidance on estate planning matters.

Responsibilities

• Managing your own diary
• Conducting client meetings (face-to-face)
• Offering expert guidance on estate planning matters
• Drafting legal documents
• Travelling within your area to visit clients

Skills

• Exceptional verbal and written communication skills
• Ability to drive results and deliver against targets
• High attention to detail and a strong sense of focus on the customer
• Excellent organisational skills with the ability to manage and prioritise your own caseload
• Working independently and as part of a wider team
• Proficient with G-Suite or Microsoft Office applications
• Full UK Drivers Licence
• Experience in will-writing, estate planning, financial advisory or a similar related field
• Experience working in a sales environment or target driven position advantageous
• STEP qualifications, IPW or Society of Will Writers membership
• Experience with legal practice management software

Benefits

• Comprehensive training and certification provided
• Society of Will Writers accreditation and professional indemnity insurance cover
• Remote working with travel to clients
• Mileage allowance
• Pension and holiday allowance
• Opportunity to overachieve on commission
• Clear path for long-term career growth, including the potential to be invited to join Westminster Law as a Franchisee and Partner, taking a leadership role in the business as your career progresses

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