Estate Planner / Will WriterWork 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 servicesRecent experience in Will Writing and Estate Planning. Confidence in speaking to clients over the telephone and virtually over Zoom/TeamsA proven track record in attaining academic, career and personal developmentStrong attention to detailFantastic communication skillsSociety 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 serviceRetail, hospitality experienceSales and customer service experienceExperience with managing own client baseHaving 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 ZoomAbility to analyse the needs of clients and advise and recommend accordinglyExcellent attention to detail, both verbal and writtenAble to manage and liaise with multiple clients and introducers at different stages of the processAbility to handle sensitive information with the utmost discretionAbility to work as a team and independentlyAbility to use Microsoft Word, Excel and other IT systems and quick to pick up new systemsAbility to efficiently manage workload and client filesWillingness to learn and expand knowledgeThe Work From Home Estate Planner / Will Writer package:Salary based on STEP qualifications and experience and £25,918 - £44,982+ pro-rataDiscretionary bonus and commissionFunded and supported professional STEP qualifications25 days holiday plus 24 & 31 December, and statutory bank holidaysPensionWorking hours full-time 37.5 hours per weekFlexible working policy including optional WFHComplimentary Will and End-of-Life planningUp to 30% discount for immediate family Wills and End-of-Life planningCritical illness insuranceIncome protection Death in serviceProactive People is an employment agency and employment business