Will writer

Coast Specialist Recruitment
Mortlake, London
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Will writer

About the company

A fantastic opportunity has arisen for a Life Protection Advisor within a leading Financial Services Company in South West London. My client is an established business providing independent financial advice to clients & their families. The company has in excess of 5000 existing clients with a further 40 plus new client appointments every month. Leads will be generated from existing Mortgage Advisors highlighting WILL need for client and marketing of existing client base. Company has sold around 400 Wills so far without having any dedicated support in this area. Existing Mortgage Adviser will be rewarded for generating client appointments for WILL Advisor.

Key Responsibilities

  • Meeting clients in appointments
  • Providing advice on WILL’s
  • Ensuring all company procedures are followed to ensure compliant advice process
  • Achieving business & individual targets
  • Training on Will’s and associated legal law will be provided via both external training and in house support from existing Will writer.


  • Competitive salary. Currently being amended.
  • Excellent rewards for the right person
  • Company Pension Scheme
  • Generous holiday allowance