Will Specialist / Legal Assistant

Will Specialist / Legal Assistant / Account Manager. A Bradley Stoke, Bristol wills firm is looking for a Will Specialist / Legal Assistant to join the team.

As a Wills Specialist / Legal Assistant / Account Manager your role is to enable the company’s clients to produce the necessary documentation and gain the information to support the full handover service for the customer / client. This, in turn, protects the clients' money on death, whilst also saving their executors time by removing any undue hassle.

Will Specialists are assigned Introducers (Third Party company or an individual) who pass potential clients through. This is the Account Management aspect of the role. Specialists influence the volume and quality of clients from their Introducers, so it is crucial to build and maintain professional relationships.

As a Specialist you provide an advice led service, being an expert in all aspects of EoLP (End of Life Planning). Often this results in additional documents being produced, such as Legal Powers of Attorney, Trusts or Deeds of Severance. Following on from this process, you support clients by storing everything perfectly.

The Wills Specialist / Legal Assistant / Account Manager key areas of responsibility:

Including, but not limited to the following:

  • · Commit to attaining relevant STEP accreditations
  • · Build, develop and maintain relationships with existing introducers
  • · Respond professionally to incoming email and phone enquiries
  • · Managing the client journey, from lead to fully delivered (wills, planning, handover)
  • · Listen to clients and engage in a way that delivers best advice / trust in our proposition
  • · Manage expectations regarding price, delivery and specifications
  • · Deal with objections and concerns and turn them into a positive message, enhancing the

client journey

  • · Basic document production (wills, powers of attorney etc) via software with manual edits
  • · Liaise with technical experts on areas of particular complexity
  • · Review your own sales performance, aiming to meet or exceed targets
  • · Attend team meetings and share best practice with colleagues

The Will Specialist / Legal Assistant / Account Manager salary is £18-23k plus benefits

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