Full-time / part-time Will Writer

A fantastic and rare opportunity to work for a well established legal firm has ariasen in the Truro area.. This is an excellent opportunity to join a growing business in the beautiful South West, with significant earnings potential and career progression opportunities if desired £28k OTE £50k including uncapped bonus Working either full-time hours or on a part-time basis. Benefits o 25 days annual leave plus bank holidays. o Tailored support and training package, with a personal development budget. o 2 days additional volunteering leave pa. o 4% employer pension contributions on automatic enrolment qualifying earnings. o A physical and emotional welfare provision. Specific Responsibilities * Taking will and Lasting Power of Attorney instructions from clients across Devon and Cornwall in person, as well as via video call. * Preparing wills, Lasting Powers of Attorney and associated documents following instructions taken. * Liaising with clients regarding amendments required to documents and internally with other staff members to organise the preparation of final physical documents. * Identifying other legal or financial planning needs and referring to other professionals accordingly. General Responsibilities * Dealing with email enquiries. * Greeting clients and arranging refreshments if meeting out of hours. * Maintaining a GDPR compliant and professional office environment. * Attending marketing events. * Making sure you follow the firm's compliance processes and procedures at all times. * Making sure all client contact is carried out in a professional and courteous way, as well as in a timely manner. * Making sure all client files are compliant on an ongoing basis. * Liaising with other will writers, financial advisers, administrators and third parties as appropriate. * Maintain client records and update client information on back-office systems to keep an effective audit trail. Relevant Experience, Skills and Knowledge We expect an individual performing this role to meet the following criteria: * A relevant will writing qualification and at least 1 year experience in a will writing or instruction taking role * Full UK driving licence * Strong IT skills and ability to work with Windows and Microsoft systems * Familiarity with Arken Will Writing software. * Proactive communication * Problem solving and ability to prioritise * Teamwork and collaboration * Adaptability * Work ethic Acorn by Synergie acts as an employment agency for permanent recruitment