Are you an experienced Estate planner/ Will Writer ready to take control of your earnings and your diary? Do you want the freedom of self-employment while still being supported by an established and reputable firm? Are you looking for earning potential in a role where your advice genuinely makes a difference to clients and their families? If that sounds like you, we want to hear from you.
Gillespie Recruitment is working with an established and forward‑thinking financial services firm to recruit an experienced Self‑Employed Will Writer. This is an excellent opportunity for a motivated and client‑focused professional to build and grow their own client base with the backing, structure and support of a respected organisation based in Gateshead.
This role offers full flexibility and autonomy, making it ideal for someone who thrives in a self‑employed environment but values the reassurance of compliance guidance and operational support. This opportunity would suit a knowledgeable and empathetic Will Writer who is confident managing their own workload while delivering clear, professional and sensitive advice to clients.
Key Responsibilities
* Meeting with clients (remotely and/or face‑to‑face where appropriate) to understand their estate planning needs
* Providing clear and tailored advice on Wills and related estate planning services
* Preparing and drafting Wills and associated documentation
* Ensuring all documentation is compliant and accurately recorded
* Generating new business through referrals, networking and introducer relationships
* Building long‑term client relationships to encourage repeat and referral business
* Managing your own diary, appointments and pipeline
* Maintaining high standards of client care and confidentiality
* Keeping up to date with relevant legislation and best practice
Required Experience & Skills
* Previous experience as a Will Writer or Estate Planning Consultant
* Strong knowledge of Wills and estate planning processes
* Excellent communication and interpersonal skills
* A compassionate and professional approach to sensitive conversations
* The ability to generate and develop business opportunities
* Strong organisational skills and the ability to work independently
* A self‑motivated and commercially minded attitude
* Relevant qualifications (desirable but not essential depending on experience)
What’s on offer
* Fully flexible, self‑employed structure
* Uncapped earning potential
* Competitive commission structure
* Compliance and administrative support
* The backing of an established and reputable firm
* Ongoing training and professional development
* Autonomy to build and grow your own client base
* Supportive and collaborative network
If you’re an experienced Will Writer ready to grow your business with the support of an established firm behind you, we would love to speak with you. Apply now for more details…
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