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    Will Drafter

  • Job type: Permanent
  • Sector: Other
  • Location: Preston, Lancashire
  • Salary: Negotiable
  • Date posted: 18/12/2018
  • Job reference: 37092_1545135851

Our client, a successful and growing financial services organisation, are seeking a Will Drafter to join their Estate Planning department

Reporting to the Operations & Product Technical Manager, the successful Will Drafter will deliver a post sales service, developing customer Instructions for Wills, Trusts & LPAs taken by Estate Planners (telephone based consultative sales advisers) into fully drafted documents.

The Will Drafter will:

Monitor the quality customer instructions, ensuring the customer has received best advice

Oversee the end-to-end operational workflow of customer cases

Provide a customer services function and manage complaints

Service customers proactively requesting Will updates or rewrites

Provide overflow, taking on the role of an Estate Planner if necessary during peak periods

A background in estate planning/Will writing or legal services is essential, couple with the ability to work under pressure and deliver challenging operational demands whilst providing a consultative telephone experience to the client and the ability to undertake complex administrative tasks.

Clayton Group is acting as an Employment Agency in relation to this vacancy.

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