* Providing clients with information and guidance on creating personalised wills and lasting power of attorneys.* Being our client's first port of call - delivering an exceptional level of service with a "Get it Right First Time" attitude* Working with clients to ensure their wishes are reflected in their plans* Exploring greater levels of estate planning by working through the unknown* Providing advice on Pre-Paid Funeral Plans* Promoting Heritage Estate Planning as "Customers First Choice for Estate Planning" through word of mouth and Social Media marketing* Carrying our Post Sales Administration - ensuring a smooth handover from Instructions to completed Plan.* Effective Diary & Inbox Management* Working with Introducers/Partners to meet client needs and refer as appropriate

• Support the Regional Director, Deputy Regional Directors and Area Management team by providing administrative, regulatory and secretarial support and act as a first point of contact to the wider regional team, Head Office and external organisations• Build relationships with internal and external stakeholders, ensuring a point of contact to help resolve any issues• Support the production of Management Information by creating trends and reports to monitor performance activity• Support the Regional Director but providing full email and diary management and co-ordinating visits, organising travel and hotel arrangements as appropriate.• Organise meetings and conferences, finding suitable venues, arranging travel and accommodation, and ensuring relevant papers are collated/distributed on time, producing agendas, comprehensive minutes and robust actions• Manage and balance the needs of a large group of stakeholders including the senior team, external stakeholders and collaboration with wider teams• Monitor and control regulatory and operational risks, procedural requirements and compliance controls across the Region• Monitor and manage costs within local budget and highlight exceptions to the Director, looking for areas of efficiency where appropriate• Maintain all the data systems, including SharePoint/Teams sites, ensuring compliance and confidentiality and the security of all personal data• Provide direct member and customer contact when required, particularly as part of complaint management