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For Companies At a Glance
- Tasks: Conduct client meetings, draft Wills and Trusts, and manage your own caseload.
- Company: Join Riverstone Wills & Trusts Ltd, part of a trusted national estate planning network.
- Benefits: Enjoy flexible working, financial planning services, and strong earning potential.
- Other info: Build your own client base with marketing support and enjoy hybrid remote work.
- Why this job: Gain the freedom of self-employment with the support of a respected brand.
- Qualifications: Must have at least one year of Will Writing experience and strong client communication skills.
The predicted salary is between 28479 - 47822 £ per year.
Riverstone Wills & Trusts Ltd is expanding, and we are seeking a motivated, committed Will Writer to join our team.
About Us
Riverstone Wills & Trusts Ltd is part of a trusted, long-standing national network within the estate planning sector. We offer modern systems, compliance oversight, drafting support, and a strong, recognisable brand presence in both the financial services and estate planning markets.
What We Offer
- Full Training & Ongoing Support
- Full system training on our WillSuite drafting platform
- Regular compliance guidance and document quality support
- Access to established templates, workflows, and processes
- Marketing & Brand Growth
- Grow under the Riverstone Wills & Trusts Ltd banner — a brand already trusted within the mortgage and financial planning community
- Access to our in-house Social Media Manager to help you build visibility, content, and a strong pipeline
- Use our branding to establish instant credibility and trust with prospective clients
- Leads Available via Our Group
- Some leads (not guaranteed) are provided through our mortgage arm, creating warm introductions and cross-referral opportunities
- Strong Earning Potential
- Generous commission splits
- Higher earnings based on experience and performance
- Full flexibility to build your own client base and maintain ownership of your pipeline
- Professional Indemnity (PI) Cover Included
- Personal Liability insurance is included within the monthly network cost of £249 p/m.
- Applicant is responsible for paying their monthly network fees
About You
To join us, you must have:
- A minimum of one year of Will Writing experience
- Strong client communication and fact-finding skills
- The ability to work professionally, independently, and compliantly
- Confidence in hosting meetings (remote or in-person)
- A desire to grow a long-term business with the support of a trusted brand
- A proactive, client-first mindset
Role Responsibilities
- Conduct client meetings to understand estate planning requirements
- Draft Wills, Trusts, and associated estate planning documents
- Provide clear, compliant guidance
- Manage your own diary, caseload, and follow-ups
- Build your own client pipeline with support from our marketing team
How to Apply
Please email with your CV and a short introduction, or reach out through our website.
Job Type: Freelance
Pay: £28,479.08-£47,822.07 per year
Benefits: Financial planning services, Flexitime, On-site parking, Work from home
Experience: Will Writing: 1 year (required)
Work Location: Hybrid remote in Poole BH12 5AG
Self-Employed Experienced Will Writer in Poole employer: Dream Casa Mortgage Consultancy
Contact Detail:
Dream Casa Mortgage Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Experienced Will Writer in Poole
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the estate planning sector. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on social media.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in Will Writing. Whether it’s blog posts, videos, or social media updates, let people see you as the go-to expert in the field.
✨Tip Number 3
Leverage our brand! Use the Riverstone Wills & Trusts Ltd name to build trust with potential clients. Mention your affiliation in conversations and marketing materials to boost your credibility.
✨Tip Number 4
Follow up! After meetings or networking events, send a quick message to thank people for their time and remind them of your services. A little persistence can go a long way in building your client base.
We think you need these skills to ace Self-Employed Experienced Will Writer in Poole
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Will Writing experience in your CV and introduction. We want to see how your skills align with what we’re looking for, so don’t hold back on showcasing your achievements!
Keep It Professional Yet Personal: While we love a professional tone, adding a personal touch can make your application stand out. Share a bit about why you’re passionate about Will Writing and how you connect with clients – it helps us get to know you better!
Tailor Your Application: Take a moment to tailor your CV and introduction to our specific role. Mention how you can contribute to Riverstone Wills & Trusts Ltd and why you’re excited about the opportunity to work with us.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets to the right place and shows us you’re keen to join our team!
How to prepare for a job interview at Dream Casa Mortgage Consultancy
✨Know Your Stuff
Make sure you brush up on your Will Writing knowledge and the specific services offered by Riverstone Wills & Trusts Ltd. Familiarise yourself with their drafting platform, WillSuite, and be ready to discuss how you can leverage their established templates and workflows in your practice.
✨Showcase Your Experience
Highlight your previous Will Writing experience during the interview. Be prepared to share specific examples of client meetings you've conducted, the types of documents you've drafted, and how you've managed your caseload. This will demonstrate your capability and confidence in handling the responsibilities of the role.
✨Emphasise Client Communication Skills
Since strong client communication is key for this role, think of ways to illustrate your fact-finding skills and how you build rapport with clients. You might want to prepare a scenario where you successfully navigated a challenging client interaction, showcasing your proactive, client-first mindset.
✨Ask Insightful Questions
Prepare some thoughtful questions about the support and training provided by Riverstone Wills & Trusts Ltd. Inquire about their marketing strategies and how they help Will Writers grow their client base. This shows your genuine interest in the role and your desire to succeed within their framework.