Estate Planning Officer - Penkridge, United Kingdom - The Taylor Lucas Partnership Limited

Description

A brilliant opportunity is now available to become an Estate Planning Officer within a team that has experienced exponential growth within the last 12 months with further growth expected in 2023.

We require a self-motivated and committed professional that has a passion for delivering a first-class service.


Overview of the Job:

You will be required to conduct appointments with new clients on the telephone, gathering personal details and recording the decisions they would like to make in their estate planning documents.

You will use high-tech legal document software to create personal bespoke documents according to the instructions you are given by clients.

You will have responsibilities in proof reading and checking legal documents before they are presented to clients.

Other duties are administrative such as answering the telephone, setting appointments for legal advisors and obtaining sensitive personal documents from clients using the company portal.

Necessary Skills and Qualities:

• Honesty and integrity
• Empathetic
• Effective communication skills
• Confident and responsive to answering client questions
• Ability to accurately record client instructions
• Friendly telephone manner
• Competent administration
• Competent organisation and timekeeping.

Requirements:

• A minimum of 2 years experience in an administrative capacity within an office environment is preferred. Experience in customer service would be advantageous. Full, comprehensive training will be given to the right individual. There will be opportunities to complete will writing and estate planning qualifications.

Schedule:

• Monday to Friday.
• 8 hour working day.
• Up to 3 evenings per week will be required (7.30pm finish with a late start)

Benefits:

• Starting Salary: £21,750 + Performance Related Bonus. Annual pay increases.
• Pension
• Company laptop
• Company events
• Onsite parking

The service we provide to our clients is our strength and all our employees will have a passion for delivering a first-class experience. We believe that if we look after our people, they will be passionate about delivering great things for our clients. If you think you can be a key part of our team, please apply.


Job Types:
Full-time, Permanent


Salary:
£21,750.00 per year


Benefits:

• Company events
• Company pension
• Free or subsidised travel
• Onsite parking

Schedule:

• 8 hour shift

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Penkridge: reliably commute or plan to relocate before starting work (required)

Experience:

• Administrative: 2 years (required)
• Customer service: 2 years (preferred)

Work authorisation:

• United Kingdom (required)

Work Location:
One location

Application deadline: 06/03/2023


Reference ID:
TAYLUC-0004

Expected start date: 03/04/2023