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
Capital Fortune Rockhopper Ltd is an exceptional employer located in the heart of the City of London, offering a supportive and innovative work culture that prioritises employee well-being and professional growth. With competitive salaries, generous commission structures, and a commitment to training and development, employees benefit from a warm lead generation system and cutting-edge AI technology that streamlines their workflow, allowing them to focus on delivering outstanding client service. Join a small, award-winning team where your expertise is valued, and enjoy a healthy work-life balance with remote working options and ample time off.
