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- Tasks: Advise clients on wills, estate planning, and Lasting Powers of Attorney.
- Company: Award-winning financial planning firm in Chatham with a client-focused approach.
- Benefits: Support for professional development and a dynamic work environment.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Proven experience in will writing and strong interpersonal skills.
- Other info: Ideal for those seeking growth in a supportive team.
The predicted salary is between 30000 - 40000 £ per year.
An award-winning independent financial planning firm in Chatham is seeking an experienced Will Writer to manage private client services. In this client-facing role, you will handle a varied caseload, advising on wills, estate planning, and Lasting Powers of Attorney.
Ideal candidates should have:
- Proven experience in will writing
- Strong knowledge of trusts and estate administration
- Excellent interpersonal skills
A STEP qualification is desirable, with support for professional development provided.
Will Writer: Private Client & Estate Planning Expert 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: Private Client & Estate Planning Expert in Chatham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and legal sectors. Attend local events or webinars where you can meet potential employers or clients. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your experience in will writing and estate planning. Include case studies or testimonials from satisfied clients to demonstrate your skills and build trust.
✨Tip Number 3
Prepare for interviews by brushing up on common questions related to wills and estate planning. Be ready to discuss your approach to client management and how you handle complex cases. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Will Writer role. Plus, it shows you’re serious about joining our award-winning team!
We think you need these skills to ace Will Writer: Private Client & Estate Planning Expert in Chatham
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in will writing and estate planning. We want to see how you've handled similar cases and what makes you a pro in this field!
Be Personable: Since this is a client-facing role, let your personality shine through! Use a friendly tone and share examples of how you've built relationships with clients in the past. We love candidates who can connect with people.
Mention Your Qualifications: If you've got a STEP qualification or any other relevant certifications, don't forget to mention them! It shows us that you're serious about your professional development and know your stuff.
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 don’t miss out on any important details. Plus, it’s super easy!
How to prepare for a job interview at Starfish People HR
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, estate planning, and Lasting Powers of Attorney. Familiarise yourself with the latest regulations and best practices in the field. This will not only show your expertise but also demonstrate your commitment to staying updated.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in will writing and estate administration. Be ready to discuss how you've handled complex cases and the outcomes you achieved. This will help the interviewers see how you can add value to their team.
✨Interpersonal Skills Matter
Since this is a client-facing role, practice your communication skills. Think about how you can convey complex information in a simple way. Role-play scenarios where you might need to explain sensitive topics to clients, as this will showcase your empathy and professionalism.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to private client services and their support for professional development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.