SUMMARY:
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POSITION INFO:
About Us:
The company is a Professional Services Firm based in Umhlanga. They specialize in supporting professional services firms and highly regulated businesses based in the United Kingdom to manage risk and compliance, optimize profitability, and enhance customer experiences. With an excellent track record of working with brands in the UK and Europe, they offer legal and accountancy talent, client service, complaints management, and remediation services in regulated markets
Job Summary:
We are looking for an A-Player to join our UK Private Client Estate Planning team, servicing our UK law
firm clients. You will generate fees by setting up Wills, Powers of Attorney and Trusts for your clients. You must be an excellent communicator, proactive, empathetic, tech savvy, and pay attention to detail, to create an exceptional client experience.
Key Responsibilities:
- Create personalised estate plans tailored to your clients’ specific needs.
- Deliver a Brilliant client experience.
- Create opportunities to offer additional legal services.
- Leverage AI to create competitive advantage.
- Stay at the forefront of innovation in the UK Estate Planning space.
Qualifications:
- LLB Degree
- Admitted Attorney.
- Minimum of 2 years post admission experience in estate planning law.
- Case management systems experience.
- Work UK hours and take UK Bank holidays.
- Ability to work from home if required (min 20 meg fibre line).
- Valid driver’s license.
- Own transport.
Skills
- Client-centric.
- Excellent communicator.
- Attention to detail.
- Ability to multi-task in a complex, fast-paced legal
- Tech and AI savvy.
