Trainee Wills & Estates Planner — Hybrid Role + Benefits

Trainee Wills & Estates Planner — Hybrid Role + Benefits

Trainee 49500 - 60500 £ / year (est.) Hybrid
Capital Fortune

At a Glance

  • Tasks: Learn to draft wills and manage estates while engaging with clients.
  • Company: Join Capital Fortune Rockhopper, a leading firm in the City of London.
  • Benefits: Study fees covered, hybrid work model, and professional qualifications support.
  • Other info: Enjoy a supportive environment with opportunities for growth and development.
  • Why this job: Kickstart your career in a rewarding field with hands-on training and AI assistance.
  • Qualifications: No prior experience needed; just bring your enthusiasm and attention to detail.

The predicted salary is between 49500 - 60500 £ per year.

Capital Fortune Rockhopper is hiring a Trainee Wills and Estate Planner in City of London.

You will learn drafting, trusts and tax with fees paid during study.

The role is office based at first, moving to hybrid as you train.

You will study towards professional qualifications while the AI helps with drafting and document preparation.

No wills experience is required; the emphasis is on careful, client‑facing conversations and accuracy.

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Trainee Wills & Estates Planner — Hybrid Role + Benefits 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.

Capital Fortune

Contact Details:

Capital Fortune Recruitment Team

We think you need these skills to ace Trainee Wills & Estates Planner — Hybrid Role + Benefits

Drafting Skills
Understanding of Trusts
Knowledge of Taxation
Client-Facing Communication
Attention to Detail
Accuracy
Adaptability