Consultant (London Based)
Role: Consultant (London based) Salary: £22,500 - £25,000 Working Days / Hours: Monday - Thursday 9am - 6pm / Friday 9am - 5pm Reporting to: Director Location: East Grinstead (Sister office in Central London also) Responsibilities and Role objectives: - Conduct pre-arranged face to face meetings with clients to offer advice on how best to structure their Will. - Regular regional client meetings outside of London (usually 1-2 per month). Overnight stay may be required. - Undertake additional client meetings via phone or Skype when necessary. - Where appropriate, make referrals for additional services, including trusts, life insurance, Lasting Powers of Attorneys (LPA) and other associated products. - Follow up with clients after initial meeting to obtain any outstanding information and answer any questions so that draft Wills and subsequent Final versions can be issued. - Post meeting administration such as scanning and confidential waste disposal. - Update CRM regularly with any follow up correspondence. - Draft Wills (full training will be provided). - Preparing and registering LPA forms. - Support the Drafting team with revising and drafting Wills in peak period. - Support the Consultants team whilst away from the business (as required by your line manager). - Assist in all other areas of the business in peaks and quiet periods. - Assistance and attendance at client roadshows - promoting James McKenzie's service to potential new clients. - Help to promote the business to identify and generate new business opportunities. - Diary management - review and maintain your diary weekly. Work closely with the Meetings team for cost efficient travel and accommodation arrangements. - Attend and actively participate in scheduled staff meetings in the HQ. - Contribute to regular editions of Newsletters. - Further development of knowledge and skills via additional studies and qualifications may be required. Role structure: 3-4 days a week will consist of face to face client meetings. These meetings are mainly conducted on site at the clients' offices however on occasion some may be held at mutually convenient location or at their home address (advanced will service). Generally, our consultant will see between 6-8 clients a day, with each meeting lasting approximately one hour. Meetings will have been pre-arranged and confirmed by our central reservation team. 1-2 days a week will be dedicated to administration of the meetings held that week which involves obtaining additional information from clients and drafting of documents, etc. These days will be home based with occasional HQ visits for additional support or training. Requirements: - Background in Sales with a proven track record - Good business development skills - GCSE or above qualifications - Good warm personality - Great 'people' and communication skills - Determination to develop and build our business - Strong desire to provide customer solutions to help clients protect and pass on their wealth - Have a Full UK driving license and own car Strong Desirables: - Minimum 1-year experience in Legal and/or Financial services - Previous experience working in legal services environment (eg. Mortgage or financial advisory) Training: - Advanced Will training - CRM and DPL Professional Wills training - Consultant shadow sessions - Regular training sessions to discuss various case studies, legislation changes and areas of Wills If you would like to be part of a reputable, professional organisation with excellent opportunities, please apply accordingly with a cover letter to - If you would like to know more about this opportunity, pick up the phone and introduce yourself You will be contacted within 7 working days should your application meet the required standards. Successful candidates will be invited to attend initial interviews at Hudson's London office on Chancery Lane on a pre arranged date. Please note you will receive an automated response advising you that we have received your CV. Hudson is a leading provider of permanent recruitment, contract professionals and talent management solutions worldwide.