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Wills, poa & trusts advisor

Sutton (DN22 8)
Will advisor
Posted: 7 April
Offer description

Why Join Us? ​ At Fidler & Pepper Lawyers, we’re more than just a law firm—we’re a community. With four offices across Mansfield, we blend a friendly, supportive office culture with hybrid and remote working opportunities. We believe that when employees thrive, clients receive the best service. That’s why we foster a workplace where people love what they do. We’re hardworking, yet we have fun. We support each other, invest in personal growth, and prioritise well-being. Join us and enjoy training, learning opportunities, wellbeing days and personal development workshops designed to help you grow professionally and personally. ​ The Role This isn’t just a job—it’s a career with purpose. You’ll be helping clients plan for the future by preparing Wills, POA's & Trusts that reflect their wishes. Your expertise will ensure documents are clear, precise and tailored to each client’s needs. ​ Key Responsibilities ​ Scheduling and conducting client appointments, including face-to-face meetings, video calls via Zoom/Teams/FaceTime, and home visits where required Gathering client instructions and accurately recording information for the preparation of Wills, POA’s and Trust documentation Drafting Wills ranging from basic and mirror Wills to more complex arrangements, including property trusts, exclusion clauses, and Wills involving multiple beneficiaries Advising clients on suitable estate planning solutions, including Wills, POA’s and Trusts Preparing and processing POA applications in line with current legal requirements Reviewing and approving documentation prepared by junior team members to ensure accuracy and compliance Managing cases effectively to ensure documents are completed within agreed timeframes Maintaining excellent client relationships through clear communication and professional service ​ What You Bring ​ Previous experience as a Will Writer or Wills, POA's and Trusts Advisor Ability to review and approve documents drafted by less experienced team members Strong organisational skills, with the ability to prioritise tasks effectively Excellent time management skills to ensure deadlines and turnaround times are met Strong written and verbal communication skills Confident and professional telephone manner, with a friendly and approachable attitude to create a great first impression High attention to detail A team player who values collaboration and enjoys supporting colleagues Good IT skills, with the ability to quickly learn and navigate our Case Management System Ability to manage multiple priorities and workload efficiently A full UK driving licence is required ​ What We Offer You ​ Flexibility & Work-Life Balance ​ Hybrid working options after your settling-in period Work-from-home one day per week (pro-rata for part-time staff) Flexitime and the ability to take annual leave in as little as one-hour increments One-hour lunch break firm wide ½ day off to celebrate your birthday! ​ Competitive Salary & Benefits ​ A salary structure that supports career progression Generous annual leave: 31 days (including bank holidays), increasing with service A full-time work week of just 35 hours—less than many employers Non-contractual bonus scheme, rewarding your efforts after the settling-in period ​ Ready to Join Us? ​ If you’re looking for a career where you feel valued, supported, and challenged, apply today! But don’t wait—this vacancy may close earlier than the specified date once sufficient applications are received. ​ E&D Statement ​ At Fidler & Pepper, we are committed to actively promoting and fostering an inclusive working environment, where everyone feels valued and we build relationships based on mutual respect and trust. In our community, employees are encouraged to contribute their unique perspectives and we strive to create a workplace where diversity is celebrated, embraced and embedded within our company values. Discrimination of any kind, has no place within our company culture. We believe in creating a great place to work, as we know that a positive working environment helps us create a successful business. Happier staff give a better service, and a better service means happier clients. Fidler & Pepper supports every individual, providing the opportunity to develop in their career, thrive in their roles and reach their full potential within a supportive environment. Treating every employee as an individual is at the heart of Fidler & Pepper and we combine the business needs with the individual’s needs and ambitions. By doing this we create a working environment where everyone can apply the best version of themselves to their time at work. ​ NO AGENCIES ​

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