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Part Time Will Writer

2 months ago

Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time
Will Writer Opportunity

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

Key Responsibilities
  • Independently manage workload and 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 to clients.
  • Correspond with executors, trustees, beneficiaries, and other professionals.
  • Attend clients in their own environments as required.
  • Refer complex trust inquiries and IHT advice 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.
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.