We are always looking for self-confident and articulate individuals to work as Estate Planners around the UK.
The role entails attending pre-booked (and confirmed) appointments in the Client’s home to take the instruction for a Last Will & Testament and provide the necessary advice and information in regards to Probate processes, Property issues and the associated legal ramifications of drafting a Will.
In addition to the above duties, the successful candidate will be required to present additional services to the Client in regards to their Will(s) and to make sure all issues and queries are covered.
The ideal candidate will be well presented, approachable with good attention to detail. Due to the nature of the service, our Estate Planners need to be professional at all times and able to clear a CRB check. The Company aims to provide the best service possible for every Client and to make sure that Peace of Mind is attained at each and every appointment.
For more information email recruit@elm-online.co.uk with a CV.
