Will Writer

Reference

PZA/AR/065795

Sector

Legal

Salary

£20,000 to £30,000 Per Annum

Town/City

Tunbridge Wells

Contract Type

Part time

Closing Date

08/11/2024

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An exciting opportunity has arisen for a Will Writer to join a reputable and well-established accountancy firm, offering excellent benefits. The ideal candidate must have experience in will writing and be able to work independently.

As a Will Writer, you will work with the Tax Manager directly and be responsible for drafting wills, writing powers of attorney and other estate planning documents, ensuring accuracy and professionalism. This is ideally a part-time role but willing to discuss flexible working options.

You will be responsible for:

  • Taking client instructions and offering timely, expert advice to clients.
  • Liaising with executors, trustees, beneficiaries, and other professionals.
  • Referring complex trust and inheritance tax enquiries to senior staff
  • Maintaining well-organised and accurate client files using the company's internal systems
  • Delivering compassionate and sensitive service, particularly when supporting elderly or vulnerable clients

What we are looking for:

  • Previously worked as a Will Writer or in a similar role.
  • Must have experience in will writing.
  • Ability to work independently.
  • Strong IT skills and attention to detail
  • Ideally have will writing / estate planning qualifications or STEP qualifications.
  • Must have access to your own transport.

What’s on offer:

  • Competitive salary
  • Private Medical Insurance
  • Life Insurance (5x basic salary)

Apply now for this exceptional Will Writer opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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