Role Description: Self-Employed Estate Planner/Will writer
Company: Simon Hall - Will Writing Services
Location: St Austell
Job Type: Self-Employed, Part-Time
About Us: Simon Hall - Will Writing Services is an award-winning company with a strong local reputation, dedicated to providing comprehensive and personalised will writing services. We believe in empowering individuals to live a life of choice rather than necessity by securing their legacy and ensuring their wishes are met.
About The Role:
Simon Hall - Will Writing Services is seeking a motivated and empathetic individual to join our team as a Self-Employed Estate Planning Advisor/Will writer. This role offers flexibility, allowing you to work around your current commitments. Some experience from a similar background is desirable but not essential. You will need to have transport as you will be visiting clients in their own homes. Training is on-going; we prioritise attitude, professionalism, and a commitment to delivering excellent service.
Key Qualities:
* Previous Experience within a similar sector (Desirable) but not essential.
* Professionalism
* Clear Communication
* Patience and Kindness
* Appetite to Learn
* Attention to Detail
* Efficiency
* Flexability
* Informativeness
* Empathy
* Reliability
* Advisory Skills
Responsibilities:
* Conduct consultations with clients ideally in their own homes to understand their needs and wishes, this can also be done via video link if appropriate.
* Educate the client so that they can make an unpressured but informed decision on what is right for them.
* Draft clear and legally sound Wills tailored to each client's unique circumstances using industry recognised Will writing software.
* Provide information and guidance on estate planning and related matters.
* Maintain a high level of professionalism and confidentiality.
* Attend training sessions and continuously develop expertise.
* Become a Member of the Institute of Professional Will Writers within the first year.
* Collaborate with the team and contribute to the success of Simon Hall - Will Writing Services both personally and company wise.
Benefits:
* Flexible working hours to accommodate your current commitments.
* Start-up resources provided to integrate into the team seamlessly.
* Mentoring and coaching support throughout your journey with us.
* Opportunity to join a successful and award-winning company with a strong local reputation whose core value provides a win win for both client and Estate Planner.
* Secure base to achieve a life of choice instead of necessity.
Requirements:
* Strong interpersonal and communication skills.
* Valid driving license.
* Ability to work independently and manage your own schedule.
* Eagerness to learn and develop oneself alongside expertise in Will writing.
* Commitment to maintaining high ethical standards and confidentiality.
* Access to a reliable computer and internet connection. Some appointments will be online but the majority will be face to face in the clients home.
* Legal background or experience in a similar field would be an advantage.
If you are passionate about making a positive impact on people's lives, have the qualities we are looking for, and are ready to embark on a rewarding journey with Simon Hall - Will Writing Services, we invite you to apply.
* Simon Hall - Will Writing Services is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
Job Types: Part-time, Permanent, Freelance
Pay: £200.00-£1,500.00 per week
Benefits:
* Company events
* Employee mentoring programme
* Financial planning services
* Flexitime
* Referral programme
Application question(s):
* Are you a member of any professional bodies related to this role?
Experience:
* Estate planning: 1 year (preferred)
Licence/Certification:
* Driving Licence (required)
Location:
* St. Austell (Cornwall) (preferred)
Work Location: On the road