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- Tasks: Draft wills, advise on estate planning, and manage client files independently.
- Company: Join a dynamic firm focused on private client services and growth.
- Benefits: Competitive salary, bonus scheme, and support for professional development.
- Other info: Flexible full-time or part-time roles available in an office-based setting.
- Why this job: Make a real impact in clients' lives while growing your career in a collaborative environment.
- Qualifications: Experience in will writing and strong knowledge of trusts and estate administration.
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).
The position does not require the individual to be a qualified solicitor. However, significant practical experience and technical knowledge are essential, as the role requires the ability to manage matters competently and independently with minimal supervision. This is both a service delivery and growth-focused role. The successful individual will be expected to maintain existing client work while identifying and developing new opportunities.
The role involves working closely with the Independent Financial Advisers, Directors, administrative support team and, where appropriate, external professional advisers. While the position requires the ability to manage work independently and take full ownership of matters, it also sits within a collaborative team environment where communication, cooperation and cross-referral are key to delivering a joined-up client service.
Key Responsibilities- Drafting wills, including straightforward and more complex structures
- Advising on estate planning and care fees planning
- Preparing and registering Lasting Powers of Attorney
- Advising on and administering trusts (where appropriate to qualification level)
- Probate and estate administration matters
- Inheritance tax planning in collaboration with IFAs
- Identifying cases requiring specialist legal referral where necessary
- Ensuring compliance with Money Laundering Regulations and internal compliance procedures
There is potential for the role to expand into Court of Protection and Deputyship work as the service develops.
Case Management- Managing a full and varied caseload independently
- Prioritising work effectively and meeting agreed deadlines
- Maintaining accurate file notes and client records
- Using internal systems and case management software appropriately
- Developing and retaining clients in line with agreed strategy
- Working closely with IFAs to generate cross-referrals
- 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
- Strong working knowledge of: Wills, Trusts, Estate administration, Lasting Powers of Attorney, Inheritance tax principles
- Understanding of risk management and regulatory compliance
- Ability to assess when matters fall outside scope and require referral
- STEP qualification or working towards STEP is desirable but not essential.
- Ability to manage conflicting priorities
- High attention to detail
- Commercial awareness
- Strong interpersonal and communication skills
- Ability to work independently with minimal supervision
- Professional and confident client manner
- Full-time or Part-time
- In person, office-based
- £30,000-£36,000 DOE + bonus scheme
Will Writer in Maidstone employer: SFP
Contact Detail:
SFP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Will Writer in Maidstone
✨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 letting people know you’re on the lookout for a Will Writer role. You never know who might have the perfect lead!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, highlight your experience in will writing and estate planning. Share specific examples of how you've helped clients in the past – it’ll make you stand out from the crowd.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows that you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you can showcase your skills and experience in a way that aligns perfectly with what we’re looking for in a Will Writer.
We think you need these skills to ace Will Writer in Maidstone
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your practical experience in will writing and private client work. We want to see how you've managed cases independently and any specific achievements that demonstrate your expertise.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the key responsibilities and skills mentioned in the job description. This shows us you’re genuinely interested in the role and understand what we’re looking for.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured documents that are easy to read. Use bullet points where necessary to break down your skills and experiences, making it easier for us to see why you’d be a great fit.
Apply Through Our Website: Make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at SFP
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and estate planning. Be ready to discuss your practical experience and how it relates to the role. The interviewers will want to see that you can manage matters independently, so be prepared to share specific examples from your past work.
✨Showcase Your Client Skills
Since this role is all about delivering high-quality client advice, think about how you can demonstrate your interpersonal skills. Prepare to talk about how you've built long-term relationships with clients in the past and how you handle difficult conversations or situations.
✨Collaboration is Key
This position involves working closely with Independent Financial Advisers and other team members. Be ready to discuss how you’ve successfully collaborated in previous roles. Highlight any experiences where teamwork led to better outcomes for clients or the business.
✨Think Business Development
The role has a strong focus on growth, so come prepared with ideas on how you could help develop the private client services. Think about how you can identify new opportunities and retain clients, and be ready to share your thoughts on building a successful client base.