- Follow up with clients to obtain outstanding information and finalise Wills.
- Conduct face-to-face meetings with clients to advise on Will structuring and refer for additional services (e.g., trusts, life insurance, LPAs).
- Update CRM and manage client calls/emails.
- Draft, revise, and chase missing information for Wills.
- Assist clients with LPA forms, submission, and registration.
- Support client roadshows and attend regional meetings (overnight travel may be required).
- Manage diary and coordinate travel/accommodation with the Meetings team.
- Assist other business areas during busy or quiet periods.
- Promote business and generate new client opportunities.
- Support consultants' team when needed
Back to searchLegal Consultant
Service Care Solutions - Legal
Posted a day ago, valid for 23 days
East Grinstead, West Sussex RH19 4LZ, England
£28,000 - £30,000 per annum
Full Time
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Sonic Summary
- Service Care Solutions is seeking a Will Writing Consultant to join a specialist Will Writing Company on a permanent basis.
- The role offers a salary between £28,000 to £30,000 per year, plus commission.
- Candidates are expected to have experience in legal consulting and client management.
- The position is hybrid, requiring 1 to 2 days in the office per week in London and the surrounding areas.
- Additional responsibilities include conducting client meetings, updating CRM systems, and promoting business opportunities.
