Part Time Estate Planning Specialist
1 month ago
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 Part Time Will Writer to join their team.
This is an exciting opportunity to join the private client tax team where you will be offered a high degree of autonomy and the chance to work on a variety of complex wills and estate planning matters.
- Manage your own 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 as required.
- Attend clients in their own environments as needed.
- 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
Will Writer Tunbridge Wells
- 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 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
Will Writer Tunbridge Wells
- Competitive salary based on market rate.
- Part-time hours.
- Life Insurance (5x basic salary).
- Private Medical Insurance.
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