Will Writer - Orpington

Will Writer - Private Client

Orpington

Hours - 37.5 Monday - Friday 

Hybrid working available

 

We are currently recruiting for a Top 500 Firm have been established for over 120 years with around 100 members of staff, across its 3 offices.  The Firm thrive on building client relationships and have built the reputation of being trusted and are one of the significant Legal service providers in the South East. With multiple accreditations, the Firm has held a Lexcel accreditation for over 20 years making it one of the few firms in England and Wales to acquire The Law Society’s Standard of excellence in practice management, file management and client care.

 

Purpose

• To engage with clients in an efficient and courteous way promoting the firm and their various packages

Duties

• To take instructions from clients at the office by prior appointment in relation to straightforward Wills.
• Following the appointment, to prepare, explain and submit draft documents for approval as quickly as possible – ideally on the same day or within 24 hours.
• To present the firm's account promptly and to secure immediate settlement.
• To ensure that all enquiries involving complex trusts, IHT advice etc, are referred to senior members of the Private Client team.
• To advise in relation to Lasting Powers of Attorney and to preparation and registration following signature.

 

The Candidate

• Pleasant and courteous manner
• Efficient and co-operative attitude
• Diligent and conscientious approach to work
• Ability to work unsupervised.
• Good interpersonal skills
• Good organisational skills
• PC literacy
• Accurate keyboard skills
• Must have some experience working within a busy Private Client department and must have experience of will drafting and Lasting Powers of Attorney experience and a proven track record of managing a caseload and meeting client and business expectations
• A law degree/LPC desired, although not essential
• Must have a car to be able to travel between our clients 3 offices