Bigmore Associates is a long-standing and well-established financial services firm that offers a wide range of support and financial services to businesses and individuals.
We are looking for an experienced, qualified Will Writer to join our Wills and Probate team. Our office is based in Walton on Thames and this role is a hybrid working position with 3 days in the office and the flexibility to work 2 days a week from home. Our office hours are 8.30am to 5pm*
*Initially, flexibility will be tailored to your training and you will need to be in the office more to start with. This will allow you to learn the role as well as train with and get to know the team.
What skills, qualifications and experience do I need to have?
- Will writing qualification
- Experienced in all aspects of will writing, drafting and advising on Lasting Powers of Attorney
- Have strong IT skills
- Can demonstrate sound technical knowledge in the areas outlined above, along with managing own admin
What are my key responsibilities?
- to develop new business through own lead generation, with a focus on networking and professional connections
- offer our clients in-person appointments, home visits, telephone and video appointments
What do I need to bring to Bigmores?
- Have the ability to work in a client facing role to nurture new clients
- Be professional and hardworking with a positive, can do attitude
- Have excellent communication skills, both verbal and written
- Have excellent attention to detail
- Meet individuals KPIs and targets
- Have own transport to provide our home visit service
What is the compensation package?
A starting base salary of £30,000 per annum + commissions and cross pollination fees with year 1 OTE of £50,000
Our team is also eligible for a 10% discretionary bonus annually, which will depend on company profits, hitting your KPIs and exhibiting the behaviours we expect from our team, in line with our core values of:
- Client/People First
- Trust
- Empathy
- Innovate & Adapt
- Educate & Empower
Our core values sit at the heart of the business both in how we operate as a team and how we work with our clients.
We also have a comprehensive benefits package which currently includes:
- Private Medical Insurance
- Death in Service Cover
- Income Protection
- Employee Assistance Programme
- Group Pension Scheme
- Cycle to Work Scheme
We fully support ongoing study and longer-term career progression and there are significant opportunities to grow with the business.
About Bigmore Associates
We have been established in Walton on Thames for over 50 years and we have grown and evolved into a unique, market leading financial services business. We have complimentary, specialist teams looking after pensions, retirement and investment solutions, mortgages, protection and equity release, tax and estate planning, trusts, wills, LPAs and probate services and group benefits such as death in service cover, group pensions and group medical schemes and payroll services.
To learn more about what our days are like and why we are so passionate about making a different, check out our article Why We Cannot Take the Heart Out of What We Do.
How do I apply for this role?
To apply for this role please follow the below link to the job advert on Indeed:
Indeed – Will Writer