1. Join #TeamDA as a Trainee Will Writer
We have an exciting opportunity for an organised and motivated individual to join our Wills and Probate team as a Trainee Will Writer. This role offers the chance to build a rewarding career in estate planning, developing the technical knowledge and practical skills required to support clients with important life planning decisions.
Working alongside experienced specialists, you will gain hands-on experience in will writing and estate planning while contributing to the continued growth of the David Allen Wills service. If you are detail focused, eager to learn and committed to providing professional, client-focused support, we would like to hear from you.
About the Role
As a Trainee Will Writer, you will support the effective administration and day-to-day operation of the Wills and Probate department. You will assist with preparing and registering Wills, Lasting Powers of Attorney, and other estate planning documents, ensuring that all work is completed accurately, efficiently and in full compliance with statutory and regulatory requirements.
You will communicate regularly with clients and external parties, maintaining clear and professional correspondence while ensuring client records are kept up to date and managed securely in line with data protection standards. Working closely with the Estates Planning team, you will develop your knowledge of estate planning legislation and best practice, enabling you to deliver a professional and client-focused service.
Attention to detail, strong organisational skills and a commitment to high standards will be key to success in this role. You will manage your workflow carefully to meet deadlines while supporting the wider team to ensure excellent service for every client.
About David Allen
Established in 1997 and with a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.
From the very beginning, David Allen have been committed to great client care – blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.
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In return for dedication and hard work we offer the following company benefits
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.
Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.