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Estate Planning Associate - Stratford-upon-Avon

Estate Planning Associate - Stratford-upon-Avon

Posted 6 September by CRA Consulting
Easy Apply Ended
Estate Planning Associate - Stratford-upon-Avon

An excellent opportunity has arisen for candidates with estate planning and will writing experience to join a national organisation who are recognised for being leaders in this industry and who are praised for their innovative, modern and ethical approach. This is a great role for anyone with private client experience who wishes to progress in a supportive and forward thinking organisation.

The role

* Drafting wills and other legal documentation, ensuring legal accuracy at all times;
* Managing new private client cases;
* Liaising with clients and intermediaries, progressing the clients's case from start to completion; and
* Utilising in-house databases and IT packages in order to ensure that all professional standards and protocols are followed at all times.
The Person

You will ideally have:

* A good working knowledge and previous experience of estate planning and drafting wills;
* A commitment to client care and excellent interpersonal skills;
* Previous experience of advising on Lasting Powers of Attorney matters;
* The ability to work independently and as part of a team; and
* Excellent attention to detail and organisational and time management skills, with the ability to work to deadlines.
A competitive salary, professional training and support and other generous benefits are offered in return to the successful candidate.

This is an excellent opportunity for a private client professional to join a leading national organisation. Please contact CRA Legal should you want to hear more about this role on .

Reference: 43946327

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