Part Time Will Writer

4 weeks ago

Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

Job Description

TPF Recruitment, a leading accountancy practice recruitment agency in Kent, is supporting a reputable firm of chartered accountants in their search for a Will Writer to join their team on a part-time basis.

This is an exciting opportunity to join the private client tax team, where you will be offered a high degree of autonomy.

Key Responsibilities:

* Independently manage your own workload
* Take initial instructions from clients
* Prepare and advise on Wills of various complexities, drafting powers of attorney, and other estate planning documentation
* Provide high-quality, timely, and professional advice
* Correspond with executors, trustees, beneficiaries, and other professionals
* Attend clients in their own environments as required
* Refer complex trust inquiries, IHT advice, etc., to the partner
* Maintain accurate and organized client files and documentation on the company's computer system
* Promote a compassionate and sensitive disposition, ensuring a positive client experience, especially when dealing with the elderly or incapacitated

Requirements:

* Prior experience working within a legal or accountancy practice, with experience in drafting Wills and advising clients on estate planning matters
* Professional, proactive approach with strong client care skills and a sensitive, sympathetic understanding of clients' needs
* Confident IT skills
* High attention to detail
* Own transport is a must
* STEP qualification or a Will writing/estate planning qualification is preferable

Benefits:

* Competitive salary based on market rate
* Part-time hours
* Life Insurance (5x basic salary)
* Private Medical Insurance

If you are a qualified professional with a passion for estate planning and a desire to work in a dynamic team, please apply for this exciting opportunity.

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    {"h3": "About the Role", "p": "TPF Recruitment, a leading accountancy practice recruitment agency in Kent, is supporting a reputable firm of chartered accountants in Tunbridge Wells in their search for a Will Writer to join their team on a part-time basis.", "ul": [{"li": "Independently manage your own workload and take initial instructions from clients."},...

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    Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

    {"h3": "About the Role", "p": "TPF Recruitment, a leading accountancy practice recruitment agency in Kent, is supporting a reputable firm of chartered accountants in Tunbridge Wells in their search for a Will Writer to join their team on a part-time basis.", "ul": [{"li": "Independently manage your own workload and take initial instructions from clients."},...

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