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Will Drafter

2020-01-14 16:25:282020-03-03 Lloyd Recruitment
Job Type Permanent Full Time
Location East Grinstead
Area West Sussex, UK East Grinstead
Sector LegalOffice Support
Salary £19K - £21K DOE
Currency GBP
Start Date
Advertiser Jenny Budd
Telephone 01342 325 316
Job Ref JB10122
Lloyd Recruitment Services are pleased to be working with a reputable East Grinstead based company who are currently in search of a Will Drafter to join their team on a full-time permanent basis.
The role:
The successful applicant will work closely with the Team Leader and the rest of the team, the newly appointed Will Drafter will be directly responsible for drafting and revising Wills and nurturing the existing client base – being the first point of contact for answering technical queries from clients as well as staff. You will be provided with regular training sessions to discuss various case studies, legislation changes and areas of Wills.
Responsibilities of a Will Drafter:
  • Drafting and revising Wills
  • Reviewing client email responses to the requested outstanding information ensuring the file can go to draft stage
  • Reviewing drafts prior to being sent to clients
  • Answering client calls and emails
  • Carrying out final edits
  • Creation of final versions (support with printing and issuing)
  • Chasing outstanding information
  • LPAs
  • Preparing LPA forms
  • Submitting & registering LPAs
  • Updating CRM and creating new client files on CRM
  • Back up and assistance with other areas of the business during peak periods
  • Suggests ideas to improve team’s performance
  • Attends Roadshows as required
Required skills:
  • Excellent interpersonal & organisational skills
  • Excellent verbal and written communication skills
  • Good knowledge of MS Office and ability to learn new software quickly
  • Able to work independently as well as a part of the team
  • Able to prioritise workload well
  • Working to deadlines and SLAs
  • Great attention to detail
  • Numeracy skills
Desired skills:
  • BA/BS Degrees in Law, Probate or Wills
  • Experience in Drafting Wills
Salary of £19K - £21K DOE
Due to the high volume of applications, Lloyd Recruitment Services can only contact shortlisted candidates 
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