Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients draft Wills and manage cases from start to finish.
- Company: Join a reputable firm focused on private client services.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Make a real impact by helping clients secure their legacies while developing valuable skills.
- Qualifications: Experience in drafting Wills and strong client care skills are essential.
- Other info: Networking opportunities and training courses included.
The predicted salary is between 36000 - 60000 £ per year.
Our client has a permanent vacancy for a Will Writer. We are interested in hearing from candidates who have worked within a Private Client department. You’ll be able to demonstrate your organisational skills, meet deadlines and work well under pressure in a team environment, whilst managing client expectations.
Key Responsibilities
- To deal with client cases from initial instruction to completion under supervision.
- Liaise with clients face to face and over the phone.
- Drafting of Wills and Residential Declarations of Trust.
- Attending outside appointments if required.
- Reporting to and receiving and acting upon instruction from the head of department.
- To generate new business for the department and the firm through identifying cross-selling opportunities and attending networking events (amend or include as appropriate depending on the role).
- Attending required training courses.
- Adhering to the Firm’s compliance obligations.
Required Skills and Experience:
- Proven experience in drafting Wills and Declarations of Trusts.
- Experience with liaising with clients over the phone and face to face coupled with strong client care skills.
- Flexibility in support of other members of staff.
Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Will Writer - Private Client employer: Ideal Personnel and Recruitment Solutions
Contact Detail:
Ideal Personnel and Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Will Writer - Private Client
✨Tip Number 1
Network with professionals in the private client sector. Attend local legal events or seminars where you can meet potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in will writing and estate planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Practice your client communication skills. Since the role involves liaising with clients face-to-face and over the phone, consider role-playing scenarios with friends or family to enhance your ability to manage client expectations effectively.
✨Tip Number 4
Prepare questions to ask during the interview that show your interest in the firm’s approach to client care and compliance. This will help you stand out as a candidate who is genuinely interested in contributing to the team.
We think you need these skills to ace Will Writer - Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in drafting Wills and Declarations of Trusts. Include specific examples of your work within a Private Client department to demonstrate your relevant skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and ability to manage client expectations. Mention your experience with client interactions, both face-to-face and over the phone, to emphasise your strong client care skills.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities related to Will writing and client management. This will help the employer see how your background aligns with their needs.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Ideal Personnel and Recruitment Solutions
✨Showcase Your Client Liaison Skills
Since the role involves liaising with clients both face-to-face and over the phone, be prepared to discuss your previous experiences in client interactions. Highlight specific examples where you successfully managed client expectations or resolved issues.
✨Demonstrate Organisational Abilities
The job requires strong organisational skills to handle cases from start to finish. Be ready to explain how you prioritise tasks and manage deadlines, perhaps by sharing a time when you successfully juggled multiple responsibilities.
✨Familiarise Yourself with Wills and Trusts
As drafting Wills and Declarations of Trust is a key responsibility, brush up on relevant terminology and processes. You might even want to prepare a few questions about their specific practices to show your genuine interest in the role.
✨Prepare for Team Dynamics
This position requires working well under pressure in a team environment. Think of examples that demonstrate your ability to collaborate effectively with colleagues, especially in high-stress situations, and be ready to share these during the interview.
