Work From Home Estate Planner – Amazon Store

Estate Planner / Will Writer

Work From Home Estate Planner / Will Writer. A Bradley Stoke based legal firm need an Estate Planner / Will Writer to join the team, the role can be work from home or hybrid and will involve having to go the office once a month.

This Work From Home Estate Planner / Will Writer role would suit someone who is currently or has experience as a Will Writer, who is looking for the next step in their legal career.

The Work From Home Estate Planner / Will Writer requirements:

• Graduate in a regulated profession such as Law or Accountancy and Finance, having attained a minimum of a high 2:1, or a diploma in financial services


• Recent experience in Will Writing and Estate Planning.


• Confidence in speaking to clients over the telephone and virtually over Zoom/Teams


• A proven track record in attaining academic, career and personal development


• Strong attention to detail


• Fantastic communication skills


• Society of Trust and Estate Practitioners (STEP) membership/qualifications

The Estate Planner / Will Writer will benefit from:

• Experience working in a law firm/solicitors firm is advantageous


• Experience providing clients with high levels of service


• Retail, hospitality experience


• Sales and customer service experience


• Experience with managing own client base


• Having completed the Legal Practice Course or SQE would be advantageous but not essential

The Work From Home Estate Planner / Will Writer attributes:

• Excellent verbal and written communication skills, and ability to engage with clients on the phone and over Zoom


• Ability to analyse the needs of clients and advise and recommend accordingly


• Excellent attention to detail, both verbal and written


• Able to manage and liaise with multiple clients and introducers at different stages of the process


• Ability to handle sensitive information with the utmost discretion


• Ability to work as a team and independently


• Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems


• Ability to efficiently manage workload and client files


• Willingness to learn and expand knowledge

The Work From Home Estate Planner / Will Writer package:

• Salary based on STEP qualifications and experience and £25,918 - £44,982+ pro-rata


• Discretionary bonus and commission


• Funded and supported professional STEP qualifications


• 25 days holiday plus 24 & 31 December, and statutory bank holidays


• Pension


• Working hours full-time 37.5 hours per week


• Flexible working policy including optional WFH


• Complimentary Will and End-of-Life planning


• Up to 30% discount for immediate family Wills and End-of-Life planning


• Critical illness insurance


• Income protection


• Death in service

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