Will Writer - Paisley, United Kingdom - Low Cost Funeral Limited
2 weeks ago
Description
Introduction to Memoria
Memoria estate planning is part of The Memoria Group of companies owned by Darwin Alternatives who are an independent UK based investment firm with total assets under advice of £1,039m.
Memoria estate planning provides products and services to people to assist with later life planning including Will's, Power of Attorney, Equity Release and whole of life insurance products.
We are currently looking for an expand our team with the introduction of a motivated and customer focused Estate Planner To grow this part of the company we are looking to expand our team with the introduction of a customer focused later Will writing administrator.
Job Summary
Key Responsibilities
The post holder shall:
- Demonstrate excellent communication skills both written and verbal,
- Contact customers who have purchased a service from us and take instruction producing the Estate planning documents that the customer has purchased.
- Provide all documents to a high level of accuracy and quality.
- Provide solutions to customers who have requested information on Estate planning services,
- Be comfortable to work in a client facing role to nurture new clients and develop new business,
- Attention to detail and good focus on detail.
- Team player who can also work on their own initiative.
- Reliable individual with excellent time management and time keeping skills.
- Respects deadlines and targets,
Experience Requirements
- Good communications skills are essential as post holders will need to adapt and tailor communication to the client.
- Experience in writing Wills and providing advice on Power of attorneys is desirable,
- Excellent customer service skills with a willing and positive attitude are also key to this role.
Education Qualifications
Highers English and Maths desirable and at Standard grade a minimum requirement.
Job Types:
Full-time, Permanent
Salary:
From £25,000.00 per year
Benefits:
- Onsite parking
Schedule:
- Monday to Friday
Work Location:
In person
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