Will Writer - Derby, United Kingdom - Flint Bishop Solicitors

Flint Bishop Solicitors

Verified Company

Derby, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An exciting opportunity has arisen for a proactive, self-motivated and client-focused individual to join our Wills, Probate, Tax & Trusts team based in Derby.

The Will Writer will be responsible for the creation of a range of documentation from basic and mirror wills to those of a more complex nature including property trusts, exclusion of family members and those with multiple beneficiaries.

Where appropriate, the Will Writer will assist other fee-earners in the team, manage workloads using the case management system and complete associated administrative tasks.

This role reports directly to Claire Rudkin, Head of Wills, Probate, Tax and Trusts.

Key Responsibilities

Key responsibilities will include:

Taking instructions from clients in relation to the drafting of wills, this will initially be via a telephone enquiry through to facetoface meetings, video calls via Zoom/Teams/FaceTime/WhatsApp/Skype and home visits.
Advising on the most appropriate will and lasting power of attorney.
Drafting wills and ancillary documents and correspondence.
Preparing and registering LPAs.
Dealing with telephone enquiries.
Progressing matters by communicating where necessary with clients.
Closing files and registering documents.
Managing time each week to allow for client meetings and the officebased preparation of wills following receipt of client instructions.
Working with the wider Wills team to ensure that all requests are carried out in a timely manner and in accordance with the department's SLAs.
Liaising with the administration team to ensure the case management system and will bank is kept uptodate.
Ensuring financial targets are met.
Ensuring that all firmwide and departmental SLAs and procedures are followed.

Skills, Knowledge and Expertise

You will:

Have previous experience in a Will Writing role;
Have proficient IT skills;
Be able to communicate at all levels within the team and with clients;
Possess good listening skills;
Be able to prioritise workloads;
Be able to remain polite and professional at all times; and
Be able to use your own initiative.
Disclosure will be required in the event that a position is offered._

Benefits:

You will:

Have excellent telephone handling skills.
Have previous experience in volume call handling.
Preferably have previous experience in cash collection/debt recovery.
Be able to work alone and manage your own caseload.
Have excellent time management skills and the ability to work to tight deadlines with your caseloads.
Disclosure will be required in the event that a position is offered._

About Flint Bishop
Flint Bishop is a multi-award-winning, top 200 UK law firm. We have been providing legal services to businesses and individuals for over a century.

Recognised as a 'leading firm' by both Chambers & Partners and The Legal 500, the outstanding quality of our staff and service levels is underlined by our ISO quality assurance accreditations, industry awards and peer ranking.

We have over 200 solicitors and legal experts who use their technical and expert skills for one mission: to provide clients with clear advice that helps them to achieve their goals as effectively as possible.

Job Types:
Full-time, Permanent

Schedule: