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- Tasks: Manage your own caseload, providing expert advice on wills and estate planning.
- Company: Award-winning financial planning firm with a focus on bespoke client services.
- Benefits: Competitive salary, bonus scheme, and ongoing professional development.
- Why this job: Take ownership of a growing service and make a real impact in clients' lives.
- Qualifications: Experience in will writing and private client work; STEP qualification is a plus.
- Other info: Supportive environment with mentoring and career growth opportunities.
The predicted salary is between 30000 - 36000 £ per year.
Our client, Fingerprint Financial Planning, is a Kent-based, award-winning independent financial planning and advice firm. Just as every fingerprint is unique, their service is tailored to each client's individual circumstances providing truly independent advice across mortgages, pensions, investments and estate planning.
With a team of experienced financial advisers and planners focused on building long-term relationships, Fingerprint Financial Planning prides itself on delivering bespoke, whole-of-market solutions underpinned by professionalism and integrity. They are equally passionate about developing their people fostering a supportive, collaborative environment where individuals are empowered to grow and excel.
They are now looking for an experienced Will Writer to take ownership of their private client services, working alongside their Independent Financial Advisers (IFAs) and wider team.
The Opportunity
This is a hands-on, client-facing role with real scope to grow a service. The successful candidate will manage their own varied caseload, delivering high-quality advice on:
- Wills (straightforward and complex)
- Estate and care fees planning
- Lasting Powers of Attorney
- Trusts and estate administration
- Inheritance tax planning (in collaboration with IFAs)
As the role develops, there may also be scope to expand into Court of Protection and Deputyship work. A solicitor qualification is not required, however candidates should have the technical knowledge and practical experience to handle matters competently and independently.
What They’re Looking For
- Proven experience in will writing and private client work
- Strong knowledge of wills, trusts, LPAs, estate administration and IHT principles
- Understanding of risk management and regulatory compliance
- The ability to work independently and manage a busy caseload
- A confident, professional manner with clients
- Excellent time management, attention to detail and strong interpersonal skills
- STEP qualification (or working towards it) is desirable — support for professional development will be provided
What’s on Offer
- Full or Part-time | £30,000–£36,000 + Bonus
- A collaborative, supportive working environment
- Administrative support and mentoring from management
- Ongoing training and continuous professional development
- Bonus scheme in addition to salary
- The opportunity to shape and grow a private client offering within a thriving, award-winning firm
If you are motivated, client-focused and ready to take real ownership of a growing private client service, we’d love to hear from you.
For more details and to apply use the link below or email louis@starfishpeople.com for a confidential conversation.
Will Writer in Chatham employer: Starfish People HR
Contact Detail:
Starfish People HR Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Will Writer in Chatham
✨Tip Number 1
Network like a pro! Reach out to your contacts in the financial planning world, especially those who might know someone at Fingerprint Financial Planning. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of wills and estate planning. Be ready to discuss real-life scenarios and how you’ve handled them. Show them you’re not just book-smart but also street-smart!
✨Tip Number 3
Don’t forget to showcase your interpersonal skills! This role is client-facing, so be prepared to demonstrate how you build relationships and communicate effectively with clients during your interview.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Fingerprint Financial Planning.
We think you need these skills to ace Will Writer in Chatham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Will Writer role. Highlight your experience in will writing, estate planning, and any relevant qualifications like STEP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client services and how your background makes you the perfect fit for Fingerprint Financial Planning.
Showcase Your Client-Facing Skills: Since this role is hands-on and client-facing, be sure to mention any experience you have in managing client relationships. We want to see how you can connect with clients and provide them with tailored advice.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Starfish People HR
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and estate planning. Familiarise yourself with the latest regulations and best practices in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in will writing and private client services. Be ready to discuss how you've managed complex cases and delivered high-quality advice, as this will demonstrate your capability to handle the responsibilities of the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client relationships and how they support professional development. This shows that you're not just looking for any job, but that you're genuinely interested in contributing to their unique service.
✨Be Professional Yet Approachable
Since this role involves client interaction, it's important to strike the right balance between professionalism and approachability. Practice your communication skills to ensure you come across as confident and friendly, making it easier for clients to connect with you.