Part Time Will Writer

6 days ago


Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

Job Summary: TPF Recruitment is seeking an experienced Will Writer to join their team on a part-time basis. The ideal candidate will have a strong background in drafting wills and advising clients on estate planning matters.

About the Role: As a Will Writer, you will be responsible for independently managing your workload, taking initial instructions from clients, and preparing and advising on wills of various complexities. You will also be required to draft powers of attorney and other estate planning documentation, ensuring all documents are legally accurate and professionally written.

Key Responsibilities:

  • Client Management: Provide high-quality, timely, and professional advice to clients, including corresponding with executors, trustees, beneficiaries, and other professionals.
  • Document Preparation: Prepare and advise on wills of various complexities, drafting powers of attorney, and other estate planning documentation.
  • Client Communication: Communicate with clients in a compassionate and sensitive manner, ensuring a positive client experience.
  • File Management: Maintain accurate and organized client files and documentation on the company's computer system.

Requirements:

  • Experience: Previous experience working within a legal or accountancy practice, with experience in drafting wills and advising clients on estate planning matters.
  • Qualifications: STEP qualification or a Will writing/estate planning qualification is preferable.
  • Skills: Professional, proactive approach with strong client care skills and a sensitive, sympathetic understanding of clients' needs.
  • IT Skills: Confident IT skills.
  • Transportation: Own transport is a must.

Benefits:

  • Competitive Salary: A competitive salary based on market rate.
  • Part-time Hours: Part-time hours.
  • Life Insurance: Life insurance (5x basic salary).
  • Private Medical Insurance: Private medical insurance.


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