Part Time Will Writer

TN United Kingdom; Royal Tunbridge Wells; On-site; GBP 25,000 - 35,000; Part time

Job summary

A leading accountancy practice in Royal Tunbridge Wells is seeking a Part-Time Will Writer. This role offers autonomy in managing your workload, preparing Wills, and providing professional advice to clients. Ideal for those with a compassionate approach, especially when dealing with vulnerable clients.

Qualifications

• Experience in preparing and advising on Wills and estate planning documentation.

Responsibilities

• Independently manage workload and take instructions from clients.
• Prepare Wills and other estate planning documentation.
• Maintain organized client files and documentation.

Skills

Compassionate disposition

Client management

Legal accuracy

Job description

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Part Time Will Writer, Royal Tunbridge Wells

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Client:

TPF Recruitment

Location:

Royal Tunbridge Wells, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7d21b4bea98d

Job Views:

26

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

TPF Recruitment, Kent’s leading accountancy practice recruitment agency, is 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 manage your own workload.
• Take initial instructions from clients.
• Prepare and advise on Wills of various complexities, draft powers of attorney, and other estate planning documentation, ensuring all documents are legally accurate and professionally written.
• Provide high-quality, timely, and professional advice.
• Correspond with executors, trustees, beneficiaries, and other professionals.
• Attend clients in their own environments as required.
• Refer complex trust inquiries, IHT advice, etc., to the partner.
• Maintain accurate and organized client files and documentation on the company’s computer system.
• Promote a compassionate and sensitive disposition, ensuring a positive client experience, especially when dealing with the elderly or incapacitated.