Role Description: Self-Employed Estate Planner/Will writer
Company: Simon Hall - Will Writing Services
Location: Bournemouth
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. 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:
- 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.
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:
- Bournemouth, Dorset (preferred)
Work Location: On the road
