Paralegal with the Wills, Trusts and Probate Team
Lifetime Solicitors are recruiting for a Paralegal to join our busy Stamford office. We have a full private client practice with Wills, Probate, Trusts, Lasting Power of Attorneys and Family Law.
The Paralegal will be responsible for supporting the Head of Department and Solicitors, working on a caseload of private client requirements using our case management system. The candidate will be expected to work with supervision as part of a team.
The focus is on providing high standards of client care, with an emphasis on professionalism and having a pleasant demeanour. You will be providing client support for their existing client base through a combination of telephone, email, post and through in person meetings. You will also have to deal with email, letter, telephone and fax communications promptly.
We are committed to developing the candidate’s career and we are flexible in developing a longer term role to suit both our own requirements and the candidate’s career aspirations.
- The ability to prioritise work and meet strict timescales
- Excellent IT skills, in particular ability to work with trust and estate accounts based on Excel
- Able to deal with clients with empathy and professionalism
- Confident and able to exercise initiative
- Strong written and oral communication skills
- Strong numeracy skills
Full UK Driving Licence
Job Types: Full time, Permanent
Salary negotiable depending on experience
To apply, please email your CV to firstname.lastname@example.org
Asset protection sales adviser
Lifetime Wills & Trusts Limited t/a Lifetime Solicitors
£25,000.00 – £35,000.00 per year
Due to expansion within Lifetime Wills & Trusts Limited, an exciting opportunity has arisen for a potential candidate to join our Sales Advisor Team.
This role includes advising customers on both a face to face and telephone basis with a view to exploring and helping them with their estate planning needs. You will be mainly advising on Wills, Trusts and Lasting Powers of Attorney. Many of the clients will be recommended by our parent company whom have in excess of 150 qualified Financial Advisors.
No previous experience is needed as comprehensive training will be provided but we are seeking an individual that is customer focused, charismatic and empathetic to our clients need. Sales background would be preferable in addition to excellent communication skills.
The successful candidate will need a full driving license and will be offered a basic salary alongside other company benefits as well as the opportunity to earn from exceeding sales targets. You will be visiting clients and discussing their estate planning needs on a client-facing basis.
To apply, please email your CV to email@example.com.
Unit 3 | Southview Business Centre | Tinwell Road | Stamford
PE9 2JL Lifetime Wills and Trusts Limited trading as Lifetime Solicitors is authorised and regulated by the Solicitors Regulation Authority. SRA No: 627258 Lifetime Wills and Trusts Limited is a registered Company no: 9520203. Registered office Unit 3, Southview Business Centre, Tinwell Road, Stamford, PE9 2JL.