Part Time Will Writer
Part Time Will Writer
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Salary Not Disclosed
1 Vacancy
Job Description
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 highquality 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
- 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
- Competitive salary based on market rate
- Parttime 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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You will be ACA/ACCA or qualified by experience with at least 3 years experience within practice. You will have worked as Semi Senior or Senior accountant within practice Experience of Iris and cloud software such as Xero/ Quickbooks would be advantageous
Employment Type
Full Time
