Harvey John
Unit 2 Ferry Wharf
Hove Enterprise Centre
Basin Road North
Portslade, East Sussex
BN41 1BD
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Will Writer, Tunbridge Wells
£28,000 – £32,000
I am pleased to be working with a successful multi-sited accountancy practice who are looking to add a Will Writer to their team. This role will suit someone that enjoys providing a personal service to clients – you will also work closely with the engagement partner to refer any complex tax advisory work.
What’s in it for you?
- Competitive salary
- Private medical insurance
- Life assurance
- A rewarding, client-facing role where you can genuinely make a difference
Responsibilities:
- Preparing and advising on Wills of various complexity, writing powers of attorney and other estate planning documentation and ensuring that all documents are legally accurate and professionally written
- Providing high quality, timely, professional advice
- Correspondence with executors, trustees, beneficiaries, and other professionals
- Attending clients in their own environment as required
- Ensuring that all enquiries involving complex trusts, IHT advice etc, are referred to the engagement Partner
To succeed in this role:
- Experience of drafting wills and advising clients in relation to estate planning matters
- Your own means of transport
- STEP or will-writing/estate planning qualification
Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only, and was set by the agency. We are committed to continued improvement in terms of their diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.
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