A fantastic and rare opportunity to work for a well established legal firm has ariasen in the Truro area.. This is an excellent opportunity to join a growing business in the beautiful South West, with significant earnings potential and career progression opportunities if desired

£28k OTE £50k including uncapped bonus

Working either full-time hours or on a part-time basis.

Benefits
o 25 days annual leave plus bank holidays.
o Tailored support and training package, with a personal development budget.
o 2 days additional volunteering leave pa.
o 4% employer pension contributions on automatic enrolment qualifying earnings.
o A physical and emotional welfare provision.

Specific Responsibilities
* Taking will and Lasting Power of Attorney instructions from clients across Devon and Cornwall in person, as well as via video call.
* Preparing wills, Lasting Powers of Attorney and associated documents following instructions taken.
* Liaising with clients regarding amendments required to documents and internally with other staff members to organise the preparation of final physical documents.
* Identifying other legal or financial planning needs and referring to other professionals accordingly.

General Responsibilities
* Dealing with email enquiries.
* Greeting clients and arranging refreshments if meeting out of hours.
* Maintaining a GDPR compliant and professional office environment.
* Attending marketing events.
* Making sure you follow the firm's compliance processes and procedures at all times.
* Making sure all client contact is carried out in a professional and courteous way, as well as in a timely manner.
* Making sure all client files are compliant on an ongoing basis.
* Liaising with other will writers, financial advisers, administrators and third parties as appropriate.
* Maintain client records and update client information on back-office systems to keep an effective audit trail.

 
Relevant Experience, Skills and Knowledge

We expect an individual performing this role to meet the following criteria:

* A relevant will writing qualification and at least 1 year experience in a will writing or instruction taking role
* Full UK driving licence
* Strong IT skills and ability to work with Windows and Microsoft systems

* Familiarity with Arken Will Writing software.
* Proactive communication
* Problem solving and ability to prioritise
* Teamwork and collaboration
* Adaptability
* Work ethic

Acorn by Synergie acts as an employment agency for permanent recruitment.