Estate Planning Associate - Manchester

Zoek Pin Greater Manchester - This Area Only

£21000 - £26100/annum Great pension contributions and holi

Permanent (Full time)

Recently Posted

Estate Planning Associate
Location: Remote (Must be within commutable distance of Manchester)
Salary: £21,000 - £26,100
Contract: Full Time, Permanent

CRA Legal are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced will writer to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.

Roles & Responsibilities
*Writing wills and managing incoming cases
*Communicate with clients over the phone, progressing each case through to completion
*Document and write wills, ensuring all documentation is legally accurate and professionally written
*Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met

Required Attributes
*A strong background in wills drafting and estate planning
*Ability to build rapport with your clients as well as a passion for delivering excellent customer service
*High level of attention to detail
*Confidence to lead with cases
*A proven ability to manage your own caseload and deliver to deadlines

Why this role?
*Joining a commercial organisation with a purpose beyond profit
*Coaching, training and support to enable personal development
*Free gym and spa facilities access
*Pension up to 10% employer contributions
*Annual incentive scheme
*28 days holiday (rising to 32 in line with service)
*Additional discounts

If you're interested in this vacancy, please click the apply button. Alternatively, contact Ross Roberts on (phone number removed) at CRA for further information

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