Rebecca Ann Bolland

While at the company i was promoted to Estate planning consultant, so as well as my previous job roles in the office i was also qualified to sell the products this included:

• Crafted comprehensive estate plans to safeguard future generations' financial stability.
• Tailored wills, trusts and power of attorney documents, ensuring client peace of mind.
• Addressed unique situations like blended families or disabled dependents in customised estate plans creation.
• Provided advice on inheritance tax, maximising wealth preservation.
• Analysed client's financial situation, pinpointing potential issues affecting their estate plan.
• Clarified legal jargon and explained complex processes to clients, improving their understanding and participation in the planning process.
• Resolved complex family dynamics sensitively whilst creating strategic estate plans.
• Established long-term relationships with clients based on trust and confidentiality assurance.
• Identified suitable estate planning strategies for clients' needs.
• Liaised with solicitors for legal compliance in all estate planning procedures.
• Supported clients in setting clear financial goals with plans to achieve them.
• Translated financial jargon for complete client understanding.
• During this time i also kept up with my own CPD to maximise my knowledge.

During my time at Legacy Wills & Trust i also assisted our sister company Yes Finical Services (mortgage broker) while this was never officially my job I assisted during busier periods and sickness some of the roles included:

• Enhanced customer satisfaction through timely query resolution.
• Handled confidential documents with utmost discretion, maintaining privacy standards at all times.
• Maintained an organised workspace to enhance productivity levels.
• Handled incoming calls professionally whilst providing helpful assistance to callers.
• Dealt with all queries with kindness, patience and clarity to ensure positive customer satisfaction and resolution.
• Prepared invoices for monies owed.
• Discussed cases with solicitors, and lenders to ensure issues were delt with a timely manner to ensure a smooth process.

During this time at the company i was the main point of contact for our clients, after our sales constant sold a product including Last Will & Testament, Lasting power of attorney, asset protection trust as well any other products that were sold at the time, i offered my advise and support during this process as well as the following office duties:

• Handled sensitive information discreetly, maintaining confidentiality at all times as required by protocol.
• Answered inbound phone calls, resulting in excellent customer service provided to clients.
• Increased efficiency of document retrieval with a well-organised filing system..
• Improved record keeping system with attention to detail and thoroughness
• Sorted incoming mail promptly, reducing clutter and improving organisation in the workplace as well as preparing final documents for signing.
• Interacted with customers professionally by phone, email and in-person to deliver accurate service information.
• Effectively managed incoming and outgoing mail to maximise office efficiency.
• Liaised with customers to resolve enquiries, appointment requests and billing questions.
• I used teams, outlook and excel on a daily basis.