We’re looking for a compassionate, organised, and driven person to be a member of our growing Estate Planning team. You will work closely with clients, helping them plan their estate, by taking instruction relating to – for example – their Wills, Trusts, and Lasting Powers of Attorney. You will help oversee the drafting of all the documents and be responsible for making sure they are all correctly signed and dated in the correct order.
Being the first point of contact for the clients
Explaining the advantages and disadvantages of plans
Taking instruction
Processing information
Overseeing the signing of documents.
Excellent listening skills
Excellent communication
Ability to work consistently to a high standard
Self-motivated
Compassionate in understanding clients’ concerns
Generating new business through effective client management and business development
Strong attention to detail.
Good literacy skills
Telephone skills
File management
Use of case management systems
Drafting various documents
Full driver’s licence and own car.
Get in touch with LR Connections today to receive independent financial advice, accountancy and estate planning services.
