Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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.
Writer (Part Time) in Chatham employer: SFP
Contact Detail:
SFP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Writer (Part Time) in Chatham
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and financial sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your best work in will writing and estate planning. This will not only demonstrate your skills but also give you something tangible to discuss during interviews.
✨Tip Number 3
Prepare for those interviews! Research the company and its services thoroughly. Be ready to discuss how your experience aligns with their needs, especially in managing files independently and collaborating with IFAs.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Writer (Part Time) in Chatham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your practical experience in will writing and private client work. We want to see how you've managed files independently and delivered high-quality advice in the past.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. We love seeing candidates who take the time to connect their background with our needs.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that get straight to the heart of your qualifications and why you’d be a great fit for us.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at SFP
✨Know Your Stuff
Make sure you brush up on your will writing and private client services knowledge. Familiarise yourself with inheritance tax principles and estate planning strategies, as these are crucial for the role. Being able to discuss these topics confidently will show that you're ready to take ownership of the responsibilities.
✨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 handled complex cases, as this will highlight your practical experience.
✨Build Rapport
Since the role involves building long-term client relationships, practice how you'll connect with potential clients during the interview. Show your interpersonal skills and ability to communicate effectively, as this will be key in encouraging repeat business and referrals.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's approach to will writing and how they collaborate with IFAs. This not only shows your interest in the role but also gives you insight into their operations and culture, helping you determine if it's the right fit for you.