Bereavement Team Administration Assistant

Role(s): Bereavement Team Administration Assistant

Location(s): Hellesdon, Norwich

Salary(s): competitive package

The successful candidate needs to be a good team player and able to work independently as part of a busy department. They would need very good customer service and people skills showing sensitivity to our clients at a very difficult time. Attention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Discretion and confidentiality are essential attributes to be successful in this role.

This is a full time role working 38 hours a week.

Summary of Job

To assist the bereavement team with the day to day running of the department, to include general administration duties, answering the telephone and probate file administration. Handle sensitive and complex issues in a professional and objective manner.

Main responsibilities

Answer incoming telephone calls, deal with simple enquiries or otherwise transfer to relevant member of the team

Managing the team’s diaries and appointments

Greeting clients arriving at the office for appointments with the team or taking delivery of paperwork

Retrieval of Wills from storage ready for release

Filing of documents

Archiving of files

General photocopying and scanning

Release Wills via post including typing of covering letters

Dealing with the cancellation of registered LPA’s

Deal with incoming post including scanning to Virtual Cabinet

Sending outgoing post

General administration of probate files

Scanning of completed files

Restocking of stationery

Dealing with the storage of property deeds

Technical and essential skills

Experience in using Office 365 – Outlook/Word/Excel

A strong work ethic with very good customer service skills

A friendly manner and the ability to work as part of a team

If you are interested in this role, please email your CV and a covering letter to jhutchin@heritagewills.co.uk with the subject ‘Bereavement Team Job Role’

Case Manager

Role(s): Case Manager

Location(s): Hellesdon, Norwich

Salary(s): Competitive package

The successful candidate must be a good team player and work well independently. They would need to be able to demonstrate good customer service and people skills, both over the telephone and face to face. Attention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. The candidate would be required to embrace the company culture and be open to change. This is a full-time role working 38 hours a week.

Summary of Job

To prepare and produce clients legal documents from instructions provided by consultants. Assist with client queries and with the signing of their documents.

Main Responsibilities

• • Check, prepare and send legal documents to clients
  • Check consultant’s instructions and additional documents
  • Assist with the signing of client documents
  • Sending outgoing post
  • Assist with client queries, on the telephone and face to face
  • Filing of documents
  • Archiving of documents
  • Contact with the Office of the Public Guardian
  • Correspond with consultants to address queries

Technical and essential skills

• Experience in using Office 365 – Outlook/Word/Excel
• Must demonstrate good customer service skills
• Be approachable and work well within a team
• Experience of using Arken Will Writing Software preferred
• Knowledge of Virtual Cabinet
• Maintain accuracy throughout the preparation of client documents
If you are interested in this role, please email your CV and a covering letter to cwyeld@heritagewills.co.uk with the subject ‘Case Manager Team Job Role’ by Monday 16 August

Client Services Representative

Role(s): Client Services Representative

Location(s): Hellesdon, Norwich

Salary(s): competitive package

The successful candidate will often be the first point of contact for clients so will need to be professional, approachable and confident, whilst remaining calm in difficult or stressful situations. With experience in customer service, they will need to be a professional team player and able to work independently as part of a busy department.

Attention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Heritage Wills is continually evolving so an ability to embrace and enjoy change is key. This is a full time role working 38 hours a week.

Summary of Job

To deal with incoming and outgoing telephone, email and webchat enquiries from existing and new clients.  As well as arranging appointments for our Estate Planning Consultants, the Client Services Representative will also be maintaining and updating client records, taking payments from clients and general office duties

Main responsibilities

To professionally handle enquiries from existing/new clients

Arrange appointments for our Estate Planning Consultants

Answer initial questions about products and services

Manage their own call list of potential client enquiries

Accurately upload new enquiry details to database

Recording all client interactions and ensuring contact details are up-to-date on client database

Ensure the Consultants diary is managed and updated correctly

Printing and posting out product information to clients on behalf of Consultants

Take payments from clients & update records accordingly

General photocopying and scanning

Other administrative duties as required

Technical and essential skills

Experience of working in a customer service role

Passionate about providing a great experience for all clients

Demonstrable professional telephone manner

Able to maintain focus and accuracy in a busy office environment

Ability to work individually and as part of a wider team

Experience in using Office 365 – Outlook/Word Excel

Ability to embrace change

If you are interested in this role, please email your CV and a covering letter to prowlands@heritagewills.co.uk with the subject ‘Client Services Representative Job Role’

Estate Planning Consultant

Role(s): Estate Planning Consultant

Location(s): East Anglia

Salary(s): Competitive Package

Heritage Will Writers are looking for highly motivated individuals with a strong client focus to join our team as Estate Planning Consultants. The individual should be driven by a natural and honest passion to seek the best advice for our clients; this will require the applicant to develop their knowledge of the industry through continuous learning. The right applicant will be the face of the company and will be passionate about our company values and strive to ensure our client’s future is safeguarded. The successful candidate for the role of Estate Planning Consultant will have the following duties and responsibilities:

• Visiting new clients and existing clients in their homes, place of work or in the Heritage Will Writers Offices advising them on estate planning solutions.
• Taking detailed instruction of Wills, Lasting Powers of Attorney and Trusts.
• Build and maintain strong working relationships with new and existing clients.
• Continuous training and development to ensure advice is relevant at all times.
• Flexibility to fulfil home visits to clients in the evening as required.

In order to be considered for the role of Estate Planning Consultant you will have gained the following skills and experience:

• Motivated, client focused and eager to learn (essential)
• A keen eye for detail, be a great listener and be passionate about the legal industry (essential)
• Driving License and access to your own vehicle (essential)
• Commercial experience working in sales (highly desirable)
• Experience within the legal field (desirable)
• A-Levels/University Degree (desirable)
• Evidence of problem solving and solution planning (desirable)

In return you will benefit from working for a growing company in a role offering a competitive OTE and the opportunity to grow and develop in your career. To apply for the role of Estate Planning Consultant please send an up to date CV and Covering Letter to: hello@heritagewills.co.uk