Location: 11 Park Barn, Evegate Business Park, TN25 6SX
About Squiggle Consult
At Squiggle Consult, we believe in protecting legacies with heart. We are a specialist estate planning firm known for offering ethical, advice-first services in wills, LPAs and probate. Our consultants work hard to deliver a high level of care to clients, and we are now looking for someone to support them behind the scenes.
The Role
We are looking for someone confident, proactive and brilliant on the phone. Around 70% of your time will be spent acting as a PA to our team of consultants, keeping their workloads ticking over when they are in appointments, on holiday or simply need an extra pair of hands.
The rest of the time will be spent as the first voice people hear when they call Squiggle, so you will need to be friendly, professional and genuinely enjoy helping people. You will also be responding to messages and comments on our social media channels, helping warm leads take the next step by getting them booked in.
This is not a job for someone who hides behind emails. You will be picking up the phone constantly, whether you are chasing a will draft, booking a new prospect consultation, or following up on a social enquiry.
Key Responsibilities
- Answer all incoming calls to Squiggle, warmly and professionally
- Support the consultants by chasing drafts and attestations, booking appointments, and covering while they are away
- Call clients to confirm details, give updates or book reviews
- Follow up with new leads and book consultations using our diary systems
- Monitor and respond to direct messages, comments and enquiries on our social media to convert warm leads into appointments
- Log calls, update records and ensure no task slips through the net
- Keep your cool and stay focused when things get busy
About You
- You are an excellent communicator who is confident speaking to anyone
- You are organised, dependable and take real ownership of your work
- You have a warm and trustworthy manner that puts people at ease
- You enjoy working in a team and helping others
- You are a quick learner who can pick up the basics of estate planning
- You are comfortable using Instagram, Facebook and LinkedIn, and know how to be helpful and approachable online
Desirable (but not essential)
- Experience in a professional services or legal environment
- Familiarity with CRMs or appointment scheduling tools
- Previous phone-based, client-facing or social media work
Why Squiggle Consult?
- Fun & Laid Back Culture: We know that a little fun goes a long way. Our culture is laid back and inclusive, fostering a welcoming environment where every team member feels connected and engaged.
- Progressive Outlook: We are tech-focused, people-driven, and constantly looking towards the future. You'll get to be part of a company that's leading the charge in the estate planning industry.
- Develop Your Role: As we grow, we want you to grow with us. At Squiggle Consult, you'll have the opportunity to manage your own projects, develop your role, and choose your career path.
So, are you ready to be part of the Squiggle Consult journey? Click on the link to apply. We can't wait to meet you!
Squiggle Consult is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
