Legal Advisor

Opportunity in Cardiff

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Legal Advisor - Wills Department

We are looking for a full time Legal Advisor to join our expanding Cardiff Wills Team. Someone who has experience in this area of Law.

Location: Cardiff, CF10 4LN

Contract Type: Full-time | Office based

Salary & Benefits: Competitive – Uncapped commission

Other info:

Previous experience is required for this role.

Apply in less than a minute.

Who are Right Legal Group?

We are a well-established Law firm, regulated by the SRA who specialise Wills, Probate and Estate Planning. We have built a network across the country which work together on a mission to change the way people think about making a Will and preserve not only our clients’ financial assets but their emotional assets too, for future generations. We are here to protect memories, not just money.

Learn more about Right Legal Group.

Help us to deliver on our mission! Here's what's in it for you...

- Career progression on opportunities – We pride ourselves on home-grown talent!

- Annual career planning platforms – We want to hear all about you and your goals for the year and help you to facilitate your personal and professional ambitions

- A company culture that embodies empowerment and ownership. We don’t do hierarchy!

- Company ‘get togethers’ – There’s always something fun happening over here…

- Rewards & Recognition programmes – You want to be recognised for you efforts don’t you? We love celebrating success.

- Westfield Health benefits – We want to make sure you have access to look after your physical and mental health and have 24/7 access to those ‘healthy extra’s’.

If this sounds like somewhere you can see yourself working, then read on to find out about the role.

Purpose of the role

To advise clients on creating Wills, Trusts and Lasting Powers of Attorney using our RightWill service. Upon instruction to create and execute the documents ensuring the clients are legally protected.

Driving Licence and own car is essential for the role.

Main duties and responsibilities

- Delivering outstanding customer service at all times

- Working with the rest of the business to deliver its core purpose and cultural values

- To attend meetings with clients, delivering the RightWill service and advise on all aspects of estate planning

- To ensure you are advising within your capability

- To manage a caseload of Wills and LPA files from inception to closure and to take ownership of the outcome of that file

- To ensure the RightWill service is offered at all times and in line with the RightWill process and standards

- To draft Wills, LPAs and any other ancillary work and ensure all documents are executed correctly in line with company timeframes

- To manage a diary of meetings and caseload work and to ensure sufficient availability is created within diaries to accommodate the client and achieve monthly targets

- Active participation in achieving and attaining targets as an individual and as a department. The advisor must be proactive in filling gaps in the diary where needed

- Refer clients for any financial services, or any other services required which are out of the scope of the role of an advisor in a Legal practice where appropriate

- To keep up to date business books, target sheets and updated billing and banking statistics

- To assist other advisors when necessary

- To take part in business development where required

- To ensure all client and office monies are correctly banked in line with the Solicitors Accounts Rules

- Any other duties consistent with the general scope of the job

Key Competencies

- Excellent attention to detail

- Motivated

- Excellent Organisation

- Good use of Microsoft word and Excel

- Excellent communication and interpersonal skills

- Ability to be assertive and confident when dealing with clients

- Caring and empathetic nature when dealing with clients

- Willingness and ability to learn and develop new skills

- Hardworking, flexible and reliable

- Professional attitude

- Ability to work well within a team

- Ability to use initiative

Driving Licence and transport required

Salary

Competitive – Uncapped commission

Location of the role

Next steps....

If you think you’re ready for a challenge and Right Legal Group feels like the right place for you, we’d love to hear from you.