Will Writer
2 months ago
Tunbridge Wells, Kent, United Kingdom
TPF Recruitment
Full time
TPF Recruitment, a leading recruitment agency for the accountancy and finance sector, is supporting a prestigious firm of chartered accountants in their search for an experienced Will Writer to join their private client tax team on a part-time or full-time basis.
This is an exciting opportunity to work with a dynamic team where you will be offered a high degree of autonomy and the chance to develop your skills in estate planning and will drafting.
- Independently 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, ensuring all documents are legally accurate and professionally written.
- 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, IHT advice, etc., 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, especially when dealing with the elderly or incapacitated.
- 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.
- Competitive salary based on market rate.
- Full-time or part-time.
- Life Insurance (5x basic salary).
- Private Medical Insurance.