We are looking for a compassionate, polite, organised and driven person to be a member of our growing LR Estate Planning team. You will work closely with clients, helping them structure and plan their estate, by taking instruction relating to their wills, trusts, and Lasting Powers of Attorney. You will help oversee the drafting of all these important documents and be responsible for making sure they are all correctly signed and dated in the correct order, so a keen eye for detail and natural desire to help others is imperative for this role.
Being the first point of contact for clients
Explaining the advantages and disadvantages of plans
Taking instruction from clients
Processing information
Overseeing the signing of documents important legal
Excellent listening skills
Excellent communication
Ability to work consistently to a high standard
Self-motivated
Compassionate in understanding our clients’ concerns
Generating new business through effective client management and business development
Perfect attention to detail
Good literacy skills
Telephone skills
File management
Use of case management systems
Drafting various documents
Full UK driving licence
LR Connections provides expert independent financial advice, accountancy and estate planning services
