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    Will Drafter

  • Job type: Permanent
  • Sector: Other
  • Location: Preston, Lancashire
  • Salary: Negotiable
  • Date posted: 04/04/2019
  • Job reference: 38359_1554364582

Our client is a leading financial services organisation, and due to expansion they are seeking a number of Will Drafters to join their Estate Planning department.

To be a successful Will Drafter with the company an estate planning/will writing and/or legal services background is essential, along with the ability to work under pressure and deliver challenging operational demands.

The successful Will Drafter will be responsible for:

Delivering a post sales service, developing customer Instructions for Wills, Trusts & LPAs taken by Estate Planners (telephone based consultative sales advisers) into fully drafted documents utilising a third party system or, in certain circumstances, outsource to a third party

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

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

Providing a customer services function and manage complaints

Servicing customers proactively requesting Will updates or rewrites, upselling when appropriate

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

You will also be able to demonstrate a strong understanding of exceptional customer service and consumer engagement techniques and the ability to demonstrate application of knowledge, exceptional interpersonal and accuracy skills and the proven ability to deal calmly and professionally with challenging situations.

Additional training is available, as well as excellent prospects with this growing and reputable organisation.

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

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