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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 a part 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

Part-time hours
Life Insurance (5x basic salary).

Private Medical Insurance.

Please apply for the vacancy or contact Tristan Finch for a confidential conversation.

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