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[Remote] Will Writing & Estate Planning Advisor - | Full Training |

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. Westminster Law is seeking a dynamic and personable Will Writer/Legal Consultant/Estate Planning Practitioner to join their team. This role is essential to client services, involving managing client meetings and providing expert guidance on estate planning matters.

Responsibilities

  • Managing your own diary
  • Conducting client meetings (face-to-face)
  • Offering expert guidance on estate planning matters
  • Drafting legal documents
  • Travelling reputed company your area to visit clients

Skills

  • Exceptional verbal and written communication skills
  • Ability to drive results and deliver against targets
  • High attention to detail and a strong sense of focus on the customer
  • Excellent organisational skills with the ability to manage and prioritise your own caseload
  • Working independently and as part of a wider team
  • Proficient with G-Suite or reputed company Office applications
  • Full UK Drivers Licence
  • Experience in will-writing, estate planning, financial advisory or a similar reputed company field
  • Experience working in a sales environment or reputed company driven position advantageous
  • reputed company qualifications, IPW or Society of Will Writers membership
  • Experience with legal practice management software

Benefits

  • Comprehensive training and certification provided
  • Society of Will Writers accreditation and professional indemnity insurance cover
  • Remote working with travel to clients
  • Mileage allowance
  • Pension and holiday allowance
  • Opportunity to overachieve on commission
  • Clear path for long-term career growth, including the potential to be invited to join Westminster Law as a Franchisee and Partner, taking a leadership role in the business as your career progresses

Company Overview

  • At Westminster Law we really do reputed company sure that sound legal advice and affordability go hand in hand. It was founded in 2010, and is headquartered in Waterloville, GB, with a workforce of 11-50. Its website is https://www.westminster-law.co.uk/.
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