We are seeking an experienced Wills & Estate Planner to manage and advise on an existing client portfolio. The firm are based in Canvey Island and offer hybrid working, 2 or 3 days per week.
This is a non-business-development role focused on delivering high-quality, compliant advice to clients on their wills, estate planning, and related private client matters.
The position would suit:
* An experienced Wills & Estate Planner, or
* A Private Client Paralegal looking to move in-house and take on an advisory role.
Key Responsibilities
Client Advisory
* Advise existing clients on:
* Wills and codicils
* Estate planning and wealth preservation
* Lasting Powers of Attorney (LPAs)
* Trust structures (basic to intermediate)
* Inheritance tax planning (within scope and in collaboration with tax specialists where required)
* Conduct client meetings (in person, phone, and video)
* Provide clear, compliant, and client-friendly recommendations
Case Management
* Review and update existing wills and estate plans
* Identify gaps or risks in current arrangements
* Prepare client reports and recommendations
* Liaise with solicitors and external professional partners when needed
* Maintain accurate client records and ensure full compliance with regulatory requirements
Compliance & Governance
* Ensure all advice is delivered in line with FCA and internal compliance standards (if applicable)
* Follow data protection and confidentiality protocols
* Maintain up-to-date CPD and regulatory knowledge
What You Will Not Be Required To Do
* No cold business development
* No requirement to source your own leads
* You will work solely with an existing, warm client base
Candidate Profile
Essential
* Experience in wills, estate planning, or private client work
* Strong client-facing and advisory skills
* Excellent written and verbal communication
* High attention to detail and organisational skills
* Ability to explain complex matters in plain English
* Understanding of: Wills and probate processes, LPAs and basic trust and IHT planning concepts
Desirable
* STEP qualification (or working towards)
* Legal background (Private Client Paralegal, Fee Earner, or similar)
* Experience working in a regulated financial or legal environment
* Knowledge of estate planning software and CRM systems
Key Skills & Attributes
* Empathetic and professional client manner
* Strong ethical and compliance mindset
* Ability to manage a caseload independently
* Team player with a collaborative approach
* Proactive in identifying client needs
For mor information, please apply directly or contact Jess at AJ Chambers.