About Fingerprint
At Fingerprint Financial Planning, we are a Kent-based, award-winning independent financial planning and advice firm. Just as every fingerprint is unique, our service is tailored to each clients individual circumstances, providing truly independent advice across mortgages, pensions, investment and estate planning.
Our experienced team of financial advisers and planners focus on building long-term relationships and delivering bespoke solutions to help clients achieve their financial goals throughout life. We pride ourselves on offering a client-centric service that is clear, personalised and whole of market, underpinned by high standards of professionalism and integrity.
We are also passionate about developing our people; we take good people and make them great. By fostering a supportive, collaborative environment and investing in continuous professional development, we empower our team to grow, excel and play a meaningful role in the ongoing success of the business.
About the Role
Are you an experienced Will Writer looking for a role where you can take ownership and grow a private client service? Our firm is seeking a motivated professional to manage our will writing and associated private client services, working alongside our Independent Financial Advisers (IFAs) and wider team.
This is a hands-on, service delivery and growth-focused position. You will manage your own caseload of clients, delivering high-quality advice on wills, estate planning, trusts, Lasting Powers of Attorney, and probate. The role does not require you to be a qualified solicitor, but you should have the technical knowledge and practical experience to handle matters competently and independently.
You will work closely with IFAs, Directors, the administrative team, and external professionals where required. While the role requires autonomy and ownership of cases, it is set within a collaborative environment that values communication, teamwork, and cross-referrals.
Key Responsibilities
Drafting wills, including straightforward and complex structures
Advising on estate planning and care fees planning
Preparing and registering Lasting Powers of Attorney
Advising on and administering trusts (where appropriate)
Probate and estate administration
Inheritance tax planning in collaboration with IFAs
Identifying cases requiring specialist legal referral
Ensuring compliance with Money Laundering Regulations and internal procedures
As the role develops, there may be scope to expand into Court of Protection and Deputyship work.
Case Management
Manage a full and varied caseload independently
Prioritise workload and meet deadlines
Maintain accurate client records and file notes
Use internal systems and case management software effectively
Business Development & Growth
Develop and retain clients according to agreed strategy
Work with IFAs to generate cross-referrals
Identify planning opportunities from financial reviews
Build long-term client relationships to encourage repeat business
Contribute to the growth and visibility of the private client offering
Essentials
Proven 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 identify when matters require specialist referral
Desirables
STEP qualification or working towards STEP. Support for professional development will be provided.
Skills & Attributes
Excellent time management and ability to prioritise conflicting demands
High attention to detail
Strong commercial awareness
Confident and professional client manner
Ability to work independently with minimal supervision
Strong interpersonal and communication skills
Administrative support is provided along with mentoring, ongoing training and support from management.
If you are motivated, client-focused, and ready to take ownership of a growing private client service, we would love to hear from you.
Additional Notes
You will be eligible for a bonus scheme in addition to your salary.
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