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- Tasks: Take charge of will writing and provide top-notch client advice.
- Company: Dynamic firm focused on private client services and estate planning.
- Benefits: Competitive salary, bonus scheme, and support for professional development.
- Other info: Flexible hours available; work independently in a supportive environment.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in will writing and strong understanding of inheritance tax.
The predicted salary is between 30000 - 36000 £ per year.
The Will Writer will take ownership of the firm's will writing and associated private client services. The role will focus on delivering high-quality client advice, managing files independently, and developing this area of the business in collaboration with the Independent Financial Advisers (IFAs).
However, significant practical experience and technical knowledge are essential, as the role requires the ability to manage matters competently and independently with minimal supervision. The role involves working closely with the Independent Financial Advisers, Directors, administrative support team and, where appropriate, external professional advisers.
- Advising on estate planning and care fees planning
- Inheritance tax planning in collaboration with IFAs
- Identifying cases requiring specialist legal referral where necessary
- Using internal systems and case management software appropriately
- Identifying planning opportunities arising from financial reviews
- Building long-term client relationships to encourage repeat business and referrals
- Contributing to the growth and visibility of the private client offering
- Demonstrable experience in will writing and private client work
- Inheritance tax principles
- Understanding of risk management and regulatory compliance
- Commercial awareness
- Ability to work independently with minimal supervision
Support for further professional development may be available. Full-time or Part-time. In person, office-based. £30,000-£36,000 DOE + bonus scheme.
Part-time Writers in Chatham employer: SFP
Contact Detail:
SFP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-time Writers in Chatham
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and financial sectors. Attend events, join relevant groups, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your experience in will writing and estate planning. Use our website to share your insights through blogs or articles. This not only demonstrates your knowledge but also helps you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss inheritance tax principles and risk management. We recommend practising common interview questions with a friend or using mock interview tools to boost your confidence.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. Remind them of your enthusiasm for the role and how you can contribute to their team. We believe that a little courtesy can make a big difference!
We think you need these skills to ace Part-time Writers in Chatham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your practical experience and technical knowledge in will writing and private client services. We want to see how you've managed files independently and delivered high-quality client advice in your previous roles.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the extra step to connect their background with what we’re looking for.
Demonstrate Your Client Relationship Skills: Since building long-term client relationships is key, share examples of how you've successfully developed client connections in the past. We want to know how you’ve encouraged repeat business and referrals!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at SFP
✨Know Your Stuff
Make sure you brush up on your knowledge of will writing and estate planning. Familiarise yourself with inheritance tax principles and risk management. Being able to discuss these topics confidently will show that you’re ready to take ownership of the role.
✨Showcase Your Experience
Prepare specific examples from your past work that demonstrate your ability to manage files independently and provide high-quality client advice. Think about situations where you’ve successfully collaborated with financial advisers or other professionals, as this will highlight your teamwork skills.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s approach to private client services and how they collaborate with IFAs. This not only shows your interest in the role but also your understanding of the business dynamics involved.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Discussing your passion for client relationships and how you can contribute to the growth of their private client offering will help you stand out as a candidate who is genuinely interested in the firm's success.