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Self-employed experienced will writer

Poole
Freelance
Dream Casa Mortgage Consultancy
Will writer
Posted: 19 December
Offer description

Riverstone Wills & Trusts Ltd

Part of a well-known and reliable national estate planning network

Are you an experienced Will Writer looking for the freedom of self-employment, the backing of a respected brand, and the support needed to build a thriving practice?

Riverstone Wills & Trusts Ltd is expanding, and we're seeking a motivated, committed Will Writer to join our team.

About Us

Riverstone Wills & Trusts Ltd ) is part of a trusted, long-standing national network within the estate planning sector. We offer modern systems, compliance oversight, drafting support, and a strong, recognisable brand presence in both the financial services and estate planning markets.

What We Offer- Full Training & Ongoing Support

* Full system training on our WillSuite drafting platform
* Regular compliance guidance and document quality support
* Access to established templates, workflows, and processes

Marketing & Brand Growth

* Grow under the Riverstone Wills & Trusts Ltd banner — a brand already trusted within the mortgage and financial planning community
* Access to our in-house Social Media Manager to help you build visibility, content, and a strong pipeline
* Use our branding to establish instant credibility and trust with prospective clients

Leads Available via Our Group

* Some leads (not guaranteed) are provided through our mortgage arm, creating warm introductions and cross-referral opportunities

Strong Earning Potential

* Generous commission splits
* Higher earnings based on experience and performance
* Full flexibility to build your own client base and maintain ownership of your pipeline

Professional Indemnity (PI) Cover Included

* Personal Liability insurance is included within the monthly network cost of £249 p/m.
* Applicant is responsible for paying their monthly network fees

About You

To join us, you must have:

* A minimum of one year of Will Writing experience
* Strong client communication and fact-finding skills
* The ability to work professionally, independently, and compliantly
* Confidence in hosting meetings (remote or in-person)
* A desire to grow a long-term business with the support of a trusted brand
* A proactive, client-first mindset

Role Responsibilities

* Conduct client meetings to understand estate planning requirements
* Draft Wills, Trusts, and associated estate planning documents
* Provide clear, compliant guidance
* Manage your own diary, caseload, and follow-ups
* Build your own client pipeline with support from our marketing team

How to Apply

Please email with your CV and a short introduction, or reach out through our website.

Job Type: Freelance

Pay: £28,479.08-£47,822.07 per year

Benefits:

* Financial planning services
* Flexitime
* On-site parking
* Work from home

Experience:

* Will Writing : 1 year (required)

Work Location: Hybrid remote in Poole BH12 5AG

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