Will Writer / Will Adviser / Will Advisor
Will Writer / Will Adviser / Will Advisor - Overview
A fantastic opportunity has arisen for a Will Advisor within a leading Financial Services Company in South West London.
Our client is an established business, providing independent financial advice to clients & their families.
Will Writer / Will Adviser / Will Advisor - Scope
The operation has a significant client bank, with a many new client appointments every month, provided by their Business Associates. Leads will be generated from existing Mortgage Advisers who highlight any WILL needs from their clients, and the marketing of the existing client base.
Will Writer / Will Adviser / Will Advisor - The Role
The main purpose of this role is to undertake client appointments, specifically aimed at their WILL requirements.
Will Writer / Will Adviser / 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 an existing Will Writer
Will Writer / Will Adviser / Will Advisor - The Package
- Competitive Salary
- Excellent rewards for the right person
- Company Pension Scheme
- Generous holiday allowance
Hours: Monday - Friday 9.00am-6.30pm, Saturday 9.00am-5.00pm. Working every other Saturday with a day off in lieu in the week.
Kings Permanent Recruitment is a specialist Estate Agency recruitment service, dealing with the placement of Estate Agents & Letting Agents into permanent positions within the Residential Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants/Mortgage Advisors.
Visit Kings Permanent Recruitment website at www.kingspermanentrecruitment.co.uk for online Estate Agency vacancies.