Wills Advisor

Our client, an exceptionally well-respected regional practice has a passion for business, clients and the services they offer. Their values(Commercial, Dynamic, Friendly, Integrity, Reliable, Supportive) are at the core of everything they do.
With office throughout Devon & Cornwall, they feel lucky to be living and working in one of the most beautiful parts of the UK.
As the top ranked South West law firm in many of their core areas, high profile clients, stimulating work and early responsibility are a given. Their aim is to make sure that everyone who works for them feels respected, trusted and valued.
We are currently assisting our client to recruit a Wills Advisor. You will be working at a paralegal level within the Wills and Lasting Powers of Attorney team.
Duties include; meeting with clients and advising them on all aspects of wills, drafting the wills and advising on the execution of the wills. You will also be advising clients and completing the process on Lasting Powers of Attorney and advising on the registration of Enduring Powers of Attorney. You will be dealing with client due diligence including AML checks and general administration of client files.
This role is suited to an experienced Paralegal with previous experience of Wills and Powers of Attorney. The ideal candidate will have excellent interpersonal and communication skills and a focus on exceptional client care. You will need to have a flexible approach and the ability to work within a team environment. The position would suit someone who is highly organised, accurate, proactive and committed to meeting deadlines while remaining calm under pressure. Excellent all-round communication and IT skills, professional telephone manner and attention to detail is essential.
You will also need to be IT literate and be able to use a case management system.
In return you will be offered a competitive salary, 25 days holiday per year, life assurance and private medical insurance schemes. Employees also benefit from employee share ownership scheme. Hours: – 9am – 5.15pm Monday – Friday (1 hour for lunch)
Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.
Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost
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