The Role
The Will Writer will take ownership of the firms will writing and associated private client services. The role will focus on delivering high-quality client advice, managing files independently, and developing this area of the business in collaboration with the Independent Financial Advisers (IFAs).
The position does not require the individual to be a qualified solicitor. However, significant practical experience and technical knowledge are essential, as the role requires the ability to manage matters competently and independently with minimal supervision.
This is both a service delivery and growth-focused role. The successful individual will be expected to maintain existing client work while identifying and developing new opportunities.
The role involves working closely with the Independent Financial Advisers, Directors, administrative support team and, where appropriate, external professional advisers. While the position requires the ability to manage work independently and take full ownership of matters, it also sits within a collaborative team environment where communication, cooperation and cross-referral are key to delivering a joined-up client service.
Key Responsibilities
Technical & Client Work
Drafting wills, including straightforward and more complex structures
Advising on estate planning and care fees planning
Preparing and registering Lasting Powers of Attorney
Advising on and administering trusts (where appropriate to qualification level)
Probate and estate administration matters
Inheritance tax planning in collaboration with IFAs
Identifying cases requiring specialist legal referral where necessary
Ensuring compliance with Money Laundering Regulations and internal compliance procedures
There is potential for the role to expand into Court of Protection and Deputyship work as the service develops.
Case Management
Managing a full and varied caseload independently
Prioritising work effectively and meeting agreed deadlines
Maintaining accurate file notes and client records
Using internal systems and case management software appropriately
Administrative support will be provided.
Business Development & Growth
Developing and retaining clients in line with agreed strategy
Working closely with IFAs to generate cross-referrals
Identifying planning opportunities arising from financial reviews
Building long-term client relationships to encourage repeat business and referrals
Contributing to the growth and visibility of the private client offering
Knowledge & Experience
Demonstrable experience in will writing and private client work
Strong working knowledge of:
Wills
Trusts
Estate administration
Lasting Powers of Attorney
Inheritance tax principles
Understanding of risk management and regulatory compliance
Ability to assess when matters fall outside scope and require referral
STEP qualification or working towards STEP is desirable but not essential. Support for further professional development may be available.
Skills & Attributes
Ability to manage conflicting priorities
High attention to detail
Commercial awareness
Strong interpersonal and communication skills
Ability to work independently with minimal supervision
Professional and confident client manner
Job Details
Full-time or Part-time
In person, office-based
£30,000-£36,000 DOE + bonus scheme
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