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Estate Planning Specialist

2 months ago

Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

TPF Recruitment is seeking a skilled Will Writer to join their team in Tunbridge Wells. This exciting opportunity is part of a fantastic firm of chartered accountants, supporting their search for a professional to manage their private client tax team. The ideal candidate will have prior experience working within a legal or accountancy practice, with expertise in drafting wills and advising clients on estate planning matters. Key responsibilities include independently managing workload, taking initial instructions from clients, preparing and advising on wills of various complexities, and providing high-quality, timely, and professional advice. The successful candidate will possess a professional, proactive approach with strong client care skills and a sensitive, sympathetic understanding of clients' needs. They will also have confident IT skills, high attention to detail, and own transport. A STEP qualification or Will writing/estate planning qualification is preferable. The role offers a competitive salary based on market rate, full-time or part-time options, life insurance (5x basic salary), and private medical insurance. If you are a qualified ACA/ACCA or have at least 3 years of experience within practice, with experience of Iris and cloud software such as Xero/Quickbooks, please apply or contact Tristan Finch for a confidential conversation.