Legal Consultant

First Recruitment Services Limited
London, UK
18 Jun 2019
01 Jul 2019
Contract Type
Full Time
Our established and successful legal based client is seeking to recruit a Consultant (London based.)

Mon to Thurs 9am to 6pm, Friday 9am to 5pm.

£20,000 - £24,500 (+commissions) per annum.

Ideal Candidate:

Essential - degree in Law, Probate, Wills. Desired - some experience in the Will Writing industry. Confident to conduct face to face client meetings. Great personality, articulate, presentable individual. Comfortable and capable of traveling within London zones and using Google maps to reach client locations on time. Clean driving licence.

Role structure:

3-4 days a week will consist of face to face client meetings. These meetings are mainly conducted on site at the clients' offices however on occasion some may be held at mutually convenient location or at their home address (advanced will service). Generally, a consultant will see between 6-8 clients a day, with each meeting lasting approximately one hour. Meetings will have been pre-arranged and confirmed by the central reservation team.

1-2 days a week will be dedicated to administration of the meetings held that week which involves obtaining additional information from clients and drafting of documents, etc. These days will be home based with monthly HQ visits for additional support or training. HQ based in East Grinstead, West Sussex.

2-3 regional trips will be required to attend. Travel expenses outside of London zone 6 will be paid for in full. Weekly phone / face to face meetings with your line manager for updates, to go over any concerns.

Our Client:
  • Are a very successful and growing business based in the UK (HQ in East Grinstead)
  • In the last two years they have established their Financial planning and Probate arms of the business so as it continues to grow there are opportunities to expand your knowledge in these areas.
  • They empower their staff with the best knowledge in the industry. Internal and external training courses (paid by the business) including time off for study/exams
  • They recognise talent. Staff promotions within the business (work hard and make your way up!).
  • They are the business influencers. Employees have their say and input into the business.
  • They share knowledge. Learn new skill set in the various fields of the business.

Work-life Balance
  • Recognition and rewards (staff incentives, Employee of the quarter/year)
  • Rewards for long standing employees (up to 5 extra holiday days added to your basic holiday allowance for each year with the business)
  • Competitive salaries with an annual bonus scheme (performance based)
  • Annual inflation increases
  • Opportunity to earn commissions upon upgrading client's service
  • Early finish Fridays (5pm)
  • Your birthday off (paid) if it falls on the weekday (after successful completion of probation)
  • Christmas competitions and celebrations
  • Working with a fantastic team of 20+ employees

Role responsibilities and Objectives:
  • Conduct pre-arranged face to face meetings with clients to offer advice on how best to structure their Will.
  • Undertake additional client meetings via phone or Skype when necessary.
  • Where appropriate, make referrals for additional services, including trusts, life insurance, Lasting Powers of Attorneys (LPA) and other associated products.
  • Follow up with clients after initial meeting to obtain any outstanding information and answer any questions so that draft Wills and subsequent Final versions can be issued.
  • Update CRM regularly with any follow up correspondence.
  • Post meeting administration such as scanning and confidential waste disposal.
  • Drafting Wills (full training will be provided).
  • Support the Drafting team with revising and drafting Wills in peak periods.
  • Preparing and registering LPA forms.
  • Assistance and attendance at client roadshows - promoting company service to potential new clients.
  • Regular regional client meetings outside of London (usually 1-2 per month). Overnight stay may be required.
  • Diary management - review and maintain your diary weekly. Work closely with the Meetings team for cost efficient travel and accommodation arrangements.
  • Assist other areas of the business in peaks and quiet periods.
  • Help to promote the business to identify and generate new business opportunities.
  • Support the consultant's team whilst away from the business (as required by your line manager).
  • Further development of knowledge and skills via additional studies and qualifications may be required.
  • Attend and actively participate in scheduled staff meetings in the HQ.
  • Monthly attendance in main office for training and office support
  • Contribute to regular editions of Newsletters.

This is a truly excellent opportunity to work within a superb business. First Recruitment Services are acting as an employment agency for this vacancy.

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