Part Time Estate Planning Specialist

1 month ago


Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time
Job Opportunity

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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