Full-time / part-time Will Writer

A fantastic and rare opportunity to work for a well established legal firm has ariasen in the Truro area This is an excellent opportunity to join a growing business in the beautiful South West, with significant earnings potential and career progression opportunities if desired

28k OTE 50k including uncapped bonus

Working either full-time hours or on a part-time basis.

Benefits
o 25 days annual leave plus bank holidays.
o Tailored support and training package, with a personal development budget.
o 2 days additional volunteering leave pa.
o 4% employer pension contributions on automatic enrolment qualifying earnings.
o A physical and emotional welfare provision.

Specific Responsibilities
Taking will and Lasting Power of Attorney instructions from clients across Devon and Cornwall in person, as well as via video call.
Preparing wills, Lasting Powers of Attorney and associated documents following instructions taken.
Liaising with clients regarding amendments required to documents and internally with other staff members to organise the preparation of final physical documents.
Identifying other legal or financial planning needs and referring to other professionals accordingly.

General Responsibilities
Dealing with email enquiries.
Greeting clients and arranging refreshments if meeting out of hours.
Maintaining a GDPR compliant and professional office environment.
Attending marketing events.
Making sure you follow the firm's compliance processes and procedures at all times.
Making sure all client contact is carried out in a professional and courteous way, as well as in a timely manner.
Making sure all client files are compliant on an ongoing basis.
Liaising with other will writers, financial advisers, administrators and third parties as appropriate.
Maintain client records and update client information on back-office systems to keep an effective audit trail.

Relevant Experience, Skills and Knowledge

We expect an individual performing this role to meet the following criteria:

A relevant will writing qualification and at least 1 year experience in a will writing or instruction taking role
Full UK driving licence
Strong IT skills and ability to work with Windows and Microsoft systems

Familiarity with Arken Will Writing software.
Proactive communication
Problem solving and ability to prioritise
Teamwork and collaboration
Adaptability
Work ethic

Acorn by Synergie acts as an employment agency for permanent recruitment.