TPF Recruitment, Kent’s leading accountancy practice recruitment agency, are supporting a fantastic firm of chartered accountants in Tunbridge wells, in their search for a Will Writer to join their team on either a part time or full-time basis.
This is an exciting opportunity to join the private client tax team where you will be offered lots of autonomy.
* Independently managing your own workload.
* Taking initial instructions from clients.
* Preparing and advising on Wills of various complexities, drafting powers of attorney, and other estate planning documentation, ensuring all documents are legally accurate and professionally written.
* Providing high-quality, timely, and professional advice.
* Corresponding with executors, trustees, beneficiaries, and other professionals.
* Attending clients in their own environments as required.
* Referring complex trust inquiries, IHT advice, etc., to the partner.
* Maintaining accurate and organized client files and documentation on the company’s computer system.
* Promoting a compassionate and sensitive disposition, ensuring a positive client experience, especially when dealing with the elderly or incapacitated.
Requirements
Will Writer Tunbridge Wells
* Prior experience working within a legal or accountancy practice, with experience in drafting wills and advising clients on estate planning matters.
* Professional, proactive approach with strong client care skills and a sensitive, sympathetic understanding of clients’ needs.
* Confident IT skills.
* High attention to detail.
* Own transport is a must.
* STEP qualification or a Will writing/estate planning qualification is preferable.
Benefits
Will Writer Tunbridge Wells
* Competitive salary based on market rate
* Full time or part-time
* Life Insurance (5x basic salary).
* Private Medical Insurance.
* Please apply for the vacancy or contact Tristan Finch for a confidential conversation.
* 01227 533 007
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