At a Glance
- Tasks: Join us to learn and draft wills while helping clients secure their legacies.
- Company: Award-winning brokerage in the heart of London with a supportive team.
- Benefits: Salary up to £26,000, 29 days off, pension, and paid professional fees.
- Other info: Enjoy a hybrid work model after training and excellent career growth opportunities.
- Why this job: Be part of a new service that makes a real difference in people's lives.
- Qualifications: No experience needed; just bring your trustworthiness and attention to detail.
The predicted salary is between 23000 - 26000 £ per year.
Rockhopper is an award-winning protection and mortgage brokerage in the City of London. We are seeking a Trainee Wills and Estate Planner to join our team.
Salary: £23,000 to £26,000 depending on experience
Hours: Full time
Location: 22 Tudor Street, London EC4Y. Office based while you train, hybrid once competent.
Leads: Our existing client bank
Benefits: 29 days including birthday and bank holidays. Pension. Professional and network fees paid.
The clients are already ours. Every mortgage and protection client we have advised has a house, a family and no will, or an old one that no longer says what they think it says. This is a new service and you would be part of why we start. No wills experience required. We will teach you the drafting, the trusts and the tax.
Your first wills are drafted under supervision and checked before a client ever sees them. Our AI technology does the work that is not advice. Calls recorded, transcribed, searchable. Client documents drafted by AI from the transcript and checked before they reach you. Every file examined before it goes out, not a sample. Every recommendation is still signed off by a person, with the heavy lifting done by our AI systems.
What we need:
- No wills or estate planning experience required. We train you.
- A track record in a role where people trusted you with something that mattered. Any sector.
- Comfort with detail. A will that is wrong stays wrong for years, and is usually found out too late to fix.
- The discipline to follow a documented process, and the sense to see why it exists.
- The ability to hear what a client has not said out loud.
The money: £23,000 to £26,000, depending on experience. A straight salary, with no commission, no tiers and no targets hung off it. You are learning a craft where being right matters more than being quick, and we would rather pay you to learn it properly.
How we decide: Your CV and completion of our online psychometric test. A confidential conversation, then an interview with the people you would work alongside. The testing comes first so every applicant is read on the same evidence, and nobody is turned down on a score alone. We are an equal opportunities employer and recruit on capability. If you need an adjustment at any stage, tell us before you start — asking will not count against you.
Ready to apply? Just click “Apply Now” below. Every applicant hears back within five working days, in strict confidence.
Trainee Wills & Estates Planner employer: Capital Fortune
At Capital Fortune Rockhopper, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters growth and development. Our hybrid training model ensures you receive comprehensive guidance while working with warm leads, and our competitive salary structure, combined with commission opportunities, makes this role both rewarding and financially beneficial. Located in the vibrant City of London, we provide a dynamic environment where you can thrive and build a successful career in protection broking.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Wills & Estates Planner
✨Join Local Law Societies
Get involved with local law societies in your area. These groups often host networking events, workshops, and panels that can provide insider insights and potential job leads. It’s a great way to meet professionals who can vouch for you!
✨Leverage University Resources
Swing by your uni’s career centre and see what they’ve got on offer for law students. They usually have connections with firms looking for trainees, and can help you polish your interview skills through mock interviews. Don’t forget to ask about any upcoming recruitment fairs!
✨Connect with Trainee Alumni
Reach out to past trainees from your network or alumni groups. They can offer invaluable advice on their experiences and might even point you to firms that are hiring. Plus, you never know when a friendly face could help your application stand out!
✨Submit Direct Applications through Our Website
Don't wait around for listings! If you’ve got your heart set on a certain firm like Capital Fortune, drop them a direct application through their website. Tailor your cover letter to reflect your passion for law and what you can bring to their team!
We think you need these skills to ace Trainee Wills & Estates Planner
Some tips for your application 🫡
Show Off Your Legal Acumen:Make sure your CV highlights your knowledge of legal principles and any relevant coursework. This is super important for a trainee role, so if you've got any practical experience like mooting competitions or internships, be sure to include those to show us what you've learned in practice!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Let us know why legal services excite you and detail your motivation for wanting to be a trainee with us at Capital Fortune. Share any unique experiences or insights you've had that relate to our work — we love to see passion!
Demonstrate Your Research Skills:As part of a legal team, strong research skills are key. If you've conducted any legal research during your studies or previous roles, mention specific cases or legal documents you've worked with. Including these details can set you apart from other candidates applying for your trainee spot.
Tailor Your Documents to Us:When applying through our website, make sure you're tailoring your CV and cover letter specifically for the role at Capital Fortune. Use our job posting as a guide to emphasize the skills and qualifications that align perfectly with the trainee position — it shows us you're keen and have done your homework!
How to prepare for a job interview at Capital Fortune
✨Know Your Legal Principles
Get ready to showcase your understanding of key legal concepts and principles relevant to the field. Brush up on areas like contract law or torts, as you might encounter some scenario-based questions during your interview. It’s not just about memorising; be prepared to discuss how you'd apply these principles in real-world situations, which will highlight your analytical skills.
✨Showcase Your Research Skills
In legal interviews, your ability to conduct thorough research is essential. Be prepared to discuss how you approach case studies or legal precedents. You might also be asked about tools like Westlaw or LexisNexis, so having some familiarity with these platforms can really set you apart.
✨Emphasise Your Enthusiasm for Learning
As a trainee, companies like Capital Fortune want to see your passion for the law and eagerness to learn. Bring up any relevant coursework, internships, or voluntary work during your studies. This shows that you're proactive and ready to embrace the challenges of the legal world.
✨Prepare for Behavioural Questions
Expect a few behavioural questions that probe your problem-solving and teamwork skills. Examples might relate to how you've handled conflict in a group project or dealt with tight deadlines. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly, making it easy for the interviewers to see your thought process.
