The Role

Take the next step in your career now, scroll down to read the full role description and make your application. The Will Writer will take ownership of the firms will writing and associated private client services. The role will focus on delivering high-quality client advice, managing files independently, and developing this area of the business in collaboration with the Independent Financial Advisers (IFAs). The position does not require the individual to be a qualified solicitor. However, significant practical experience and technical knowledge are essential, as the role requires the ability to manage matters competently and independently with minimal supervision. This is both a service delivery and growth-focused role. The successful individual will be expected to maintain existing client work while identifying and developing new opportunities. The role involves working closely with the Independent Financial Advisers, Directors, administrative support team and, where appropriate, external professional advisers. While the position requires the ability to manage work independently and take full ownership of matters, it also sits within a collaborative team environment where communication, cooperation and cross-referral are key to delivering a joined-up client service. Key Responsibilities Technical & Client Work Drafting wills, including straightforward and more complex structures Advising on estate planning and care fees planning Preparing and registering Lasting Powers of Attorney Advising on and administering trusts (where appropriate to qualification level) Probate and estate administration matters Inheritance tax planning in collaboration with IFAs Identifying cases requiring specialist legal referral where necessary Ensuring compliance with Money Laundering Regulations and internal compliance procedures There is potential for the role to expand into Court of Protection and Deputyship work as the service develops. Case Management Managing a full and varied caseload independently Prioritising work effectively and meeting agreed deadlines Maintaining accurate file notes and client records Using internal systems and case management software appropriately Administrative support will be provided. Business Development & Growth Developing and retaining clients in line with agreed strategy Working closely with IFAs to generate cross-referrals Identifying planning opportunities arising from financial reviews Building long-term client relationships to encourage repeat business and referrals Contributing to the growth and visibility of the private client offering Knowledge & Experience Demonstrable experience in will writing and private client work Strong working knowledge of: Wills Trusts Estate administration Lasting Powers of Attorney Inheritance tax principles Understanding of risk management and regulatory compliance Ability to assess when matters fall outside scope and require referral STEP qualification or working towards STEP is desirable but not essential. xehkeey Support for further professional development may be available. Skills & Attributes Ability to manage conflicting priorities High attention to detail Commercial awareness Strong interpersonal and communication skills Ability to work independently with minimal supervision Professional and confident client manner Job Details Full-time or Part-time In person, office-based £30,000-£36,000 DOE + bonus scheme