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- Tasks: Support the Wills and Probate team in writing and managing important estate planning documents.
- Company: Join David Allen, a dedicated team with a strong commitment to client care.
- Benefits: Enjoy flexible working, free financial advice, and opportunities for growth.
- Why this job: Kickstart your career in estate planning while making a real difference for clients.
- Qualifications: Detail-oriented, organised, and eager to learn about estate planning.
- Other info: Be part of a dynamic team focused on professional development and client success.
The predicted salary is between 25000 - 30000 £ per year.
Join #TeamDA as a Trainee Will Writer. We have an exciting opportunity for an organised and motivated individual to join our Wills and Probate team as a Trainee Will Writer. This role offers the chance to build a rewarding career in estate planning, developing the technical knowledge and practical skills required to support clients with important life planning decisions.
Working alongside experienced specialists, you will gain hands-on experience in will writing and estate planning while contributing to the continued growth of the David Allen Wills service. If you are detail focused, eager to learn and committed to providing professional, client-focused support, we would like to hear from you.
About the Role
As a Trainee Will Writer, you will support the effective administration and day-to-day operation of the Wills and Probate department. You will assist with preparing and registering Wills, Lasting Powers of Attorney, and other estate planning documents, ensuring that all work is completed accurately, efficiently and in full compliance with statutory and regulatory requirements.
You will communicate regularly with clients and external parties, maintaining clear and professional correspondence while ensuring client records are kept up to date and managed securely in line with data protection standards. Working closely with the Estates Planning team, you will develop your knowledge of estate planning legislation and best practice, enabling you to deliver a professional and client-focused service.
Attention to detail, strong organisational skills and a commitment to high standards will be key to success in this role. You will manage your workflow carefully to meet deadlines while supporting the wider team to ensure excellent service for every client.
About David Allen
Established in 1997 and with a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.
From the very beginning, David Allen have been committed to great client care – blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.
In return for dedication and hard work we offer the following company benefits:
- Flexible working to help you manage your other priorities
- Free financial advice
- A great salary and package
- Opportunities to grow, develop and progress
Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.
Trainee Will Writer in London employer: David Allen
Contact Detail:
David Allen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Will Writer in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the estate planning field, attend relevant events, and connect with people on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Trainee Will Writer role.
✨Tip Number 2
Prepare for interviews by researching common questions and practicing your responses. We recommend doing mock interviews with friends or family to build your confidence. Remember, showing your eagerness to learn and your attention to detail can really set you apart!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. We suggest mentioning something specific from your conversation to show you were engaged and genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Trainee Will Writer in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trainee Will Writer role. Highlight any relevant experience or skills that match what we're looking for, like attention to detail and organisational skills.
Show Your Enthusiasm: Let us know why you're excited about joining #TeamDA! Share your passion for estate planning and how you can contribute to our mission of providing excellent client care.
Be Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out and show us that you’re a great fit for our team.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure it reaches us and gives you a chance to explore more about #TeamDA and what we offer!
How to prepare for a job interview at David Allen
✨Know Your Stuff
Before the interview, brush up on estate planning legislation and the basics of will writing. Familiarise yourself with common terms and processes so you can speak confidently about them during the interview.
✨Show Your Organisational Skills
Since attention to detail and strong organisational skills are key for this role, prepare examples from your past experiences where you've demonstrated these abilities. Think of times when you managed multiple tasks or ensured accuracy in your work.
✨Practice Professional Communication
As a Trainee Will Writer, you'll be communicating with clients regularly. Practice how you would explain complex information clearly and professionally. Consider doing mock interviews with a friend to refine your communication style.
✨Demonstrate Your Eagerness to Learn
Express your enthusiasm for the role and your commitment to learning. Share specific examples of how you've pursued knowledge in the past, whether through courses, reading, or hands-on experience, to show you're ready to grow with the team.