Will Writer

Job title:

Will Writer

Company

Hiring People

Job description

We are seeking a highly motivated and experienced Will Writer.Main duties & responsibilities include:

• Independently managing own workload
• Taking initial instructions from clients
• Preparing and advising on Wills of various complexity, writing powers of attorney and other estate planning documentation and ensuring that all documents are legally accurate and professionally written
• Responsible for providing high quality, timely, professional advice
• Correspondence with executors, trustees, beneficiaries, and other professionals
• Attending clients in their own environment as required
• Ensuring that all enquiries involving complex trusts, IHT advice etc, are referred to the partner
• Maintain accurate and organised client files and documentation on the company’s computer system
• Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated

You will have/be:

• Prior experience working within a practice and must have experience of drafting wills and advising clients in relation to estate planning matters
• Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
• Confident IT skills
• High attention to detail
• Must have own transport
• STEP qualification preferable or Will writing/estate planning qualification

Package:

• Salary (Market rate)
• Life Insurance (5x basic salary)
• Private Medical Insurance
• Hours – part-time/negotiable

We are a highly reputable firm that have been part of the local community for over 40 years. We offer a fresh approach and work hard to maintain loyalty and trust.

Expected salary

Location

Royal Tunbridge Wells, Kent

Job date

Wed, 31 Jul 2024 22:40:08 GMT

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