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Part Time Will Writer

2 months ago

Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time
{"h3": "About the Role", "p": "TPF Recruitment, a leading accountancy practice recruitment agency, is supporting a fantastic firm of chartered accountants in Tunbridge Wells in their search for a Will Writer to join their team on a part-time basis. This is an exciting opportunity to join the private client tax team, where you will be offered a lot of autonomy and the chance to work with a variety of clients, managing your own workload and taking initial instructions from clients.

", "ul": [{"li": "Independently manage your own workload and take initial instructions from clients."}, {"li": "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."}, {"li": "Provide high-quality, timely, and professional advice to clients."}, {"li": "Correspond with executors, trustees, beneficiaries, and other professionals."}, {"li": "Attend clients in their own environments as required."}, {"li": "Refer complex trust inquiries, IHT advice, etc. to the partner."}, {"li": "Maintain accurate and organized client files and documentation on the company\u2019s computer system."}, {"li": "Promote a compassionate and sensitive disposition, ensuring a positive client experience, especially when dealing with the elderly or incapacitated."}], "h3": "Requirements", "b": "Will Writer Tunbridge Wells", "ul": [{"li": "Prior experience working within a legal or accountancy practice, with experience in drafting Wills and advising clients on estate planning matters."}, {"li": "Professional, proactive approach with strong client care skills and a sensitive, sympathetic understanding of clients\u2019 needs."}, {"li": "Confident IT skills."}, {"li": "High attention to detail."}, {"li": "Own transport is a must."}, {"li": "STEP qualification or a Will writing/estate planning qualification is preferable."}], "h3": "Benefits", "b": "Will Writer Tunbridge Wells", "ul": [{"li": "Competitive salary based on market rate."}, {"li": "Part-time hours."}, {"li": "Life Insurance (5x basic salary)."}, {"li": "Private Medical Insurance."}, {"li": "Please apply for the vacancy or contact Tristan Finch for a confidential conversation."}]}