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Will and LPA Estate Planner

Job LocationStockton-on-Tees
EducationNot Mentioned
Salary£22,000 - £36,000 per annum, negotiable, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Will LPA Estate Planner, full time employed - Stockton-on-TeesBower is one of the UKs leading financial advice companies. Founded in 2006, Bower has over 17 years of award-winning nationwide financial advice, with a 5-star feefo customer experience rating, plus awards for its social and responsible attitude for staffand the environment.This is a great opportunity to join a fantastic multi office firm that are now looking to recruit an experienced Will Writer, offering a highly competitive package and pleasant working environment.We are seeking a Will, LPA writter to join our estate planning team based at our Stockton-on-Tees office. Joining a highly customer focused team you will need to have a solid track record of Will drafting and Lasting Powers of Attorney, along with excellentclient care skills.You will be an experienced Estate Planner looking to develop your skills and be part of a leading financial services company. You will have the opportunity to develop and grow within the team and serve the extensive database of clients requiring estate planning.This is a very good opportunity to join a progressive and exciting forward-thinking company. On offer is a competitive salary, generous holiday, pension scheme, staff discounts on financial services.Excellent career development opportunities for the right person. Apply Now as below with your CV as directed .Location:Stockton-on-Tees, modern air conditioned officesPersonal SpecificationWe are looking for someone with the following skill set:

  • Good administration background
  • Knowledge of Microsoft Office
  • Good communication and organisational skills
  • Works well under pressure and to deadlines
  • Ability to build relationships and to implement change
  • Strong interpersonal skills with a can-do attitude
  • The desire to succeed and provide excellent customer service
Personal Attributes:
  • The desire to work in an ethical and customer service focused environment
  • The ability to manage time efficiently
  • A caring and empathetic approach
  • A can-do attitude in going the extra mile for customer’s
  • Ability to work in a team and from your own initiative
  • The desire to succeed and provide excellent service within an ethical framework
All approaches will be treated with the utmost discretion and confidentiality.

Keyskills :
Estate PlanningLegalParaplanningSalesWills

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