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Will writer

Hitchin
Charlie Puffin Limited
Will writer
£24,420 - £60,000 a year
Posted: 21 September
Offer description

About Us:

We are a growing Financial Services firm dedicated to providing clear, compassionate, and professional advice to our clients. We help individuals and families plan for the future with confidence, offering services including Wills, Lasting Powers of Attorney (LPAs), and estate planning solutions.

The Role:

We are seeking a motivated Will Writer to join our team. This is a client-facing role, requiring excellent communication and interpersonal skills, as you will be guiding clients through sensitive and important decisions about their future planning.

Key Responsibilities:

* Meeting clients (in person and/or remotely) to discuss their needs and explain available options.
* Drafting Wills and Lasting Powers of Attorney in line with clients' instructions.
* Providing clear, professional, and empathetic guidance throughout the process.
* Maintaining accurate records and ensuring all documentation is compliant.
* Building strong, trusting relationships with clients.

About You:

* Excellent communication and people skills – approachable, empathetic, and professional.
* Strong attention to detail and ability to work methodically.
* Previous experience in Will Writing and LPAs is highly desirable, but not essential – full training can be provided for the right candidate.
* Ability to manage your own workload and work independently as well as part of a team.
* A genuine interest in helping clients plan and protect their future.

What We Offer:

* Full training and ongoing professional development.
* Supportive team environment.
* Career progression opportunities.
* Competitive salary and benefits package.

If you are looking for a rewarding career where you can make a real difference in people's lives, we'd love to hear from you.

Job Types: Full-time, Part-time, Freelance

Pay: £24,420.00-£60,344.00 per year

Expected hours: 15 – 40 per week

Benefits:

* Company pension
* Flexitime
* Life insurance
* Private medical insurance
* Work from home

Work Location: Hybrid remote in Hitchin SG5 1PN

Reference ID: W001

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