Will Writer

New Yesterday

About Fingerprint At Fingerprint Financial Planning, we are a Kent-based, award-winning independent financial planning and advice firm. Just as every fingerprint is unique, our service is tailored to each clients individual circumstances, providing truly independent advice across mortgages, pensions, investment and estate planning. Our experienced team of financial advisers and planners focus on building long-term relationships and delivering bespoke solutions to help clients achieve their financial goals throughout life. We pride ourselves on offering a client-centric service that is clear, personalised and whole of market, underpinned by high standards of professionalism and integrity. We are also passionate about developing our people; we take good people and make them great. By fostering a supportive, collaborative environment and investing in continuous professional development, we empower our team to grow, excel and play a meaningful role in the ongoing success of the business. About the Role Are you an experienced Will Writer looking for a role where you can take ownership and grow a private client service? Our firm is seeking a motivated professional to manage our will writing and associated private client services, working alongside our Independent Financial Advisers (IFAs) and wider team. This is a hands-on, service delivery and growth-focused position. You will manage your own caseload of clients, delivering high-quality advice on wills, estate planning, trusts, Lasting Powers of Attorney, and probate. The role does not require you to be a qualified solicitor, but you should have the technical knowledge and practical experience to handle matters competently and independently. You will work closely with IFAs, Directors, the administrative team, and external professionals where required. While the role requires autonomy and ownership of cases, it is set within a collaborative environment that values communication, teamwork, and cross-referrals. Key Responsibilities Drafting wills, including straightforward and complex structures Advising on estate planning and care fees planning Preparing and registering Lasting Powers of Attorney Advising on and administering trusts (where appropriate) Probate and estate administration Inheritance tax planning in collaboration with IFAs Identifying cases requiring specialist legal referral Ensuring compliance with Money Laundering Regulations and internal procedures As the role develops, there may be scope to expand into Court of Protection and Deputyship work. Case Management Manage a full and varied caseload independently Prioritise workload and meet deadlines Maintain accurate client records and file notes Use internal systems and case management software effectively Business Development & Growth Develop and retain clients according to agreed strategy Work with IFAs to generate cross-referrals Identify planning opportunities from financial reviews Build long-term client relationships to encourage repeat business Contribute to the growth and visibility of the private client offering Essentials Proven experience in will writing and private client work Strong working knowledge of: Wills, Trusts, Estate Administration Lasting Powers of Attorney Inheritance tax principles Understanding of risk management and regulatory compliance Ability to identify when matters require specialist referral Desirables STEP qualification or working towards STEP. Support for professional development will be provided. Skills & Attributes Excellent time management and ability to prioritise conflicting demands High attention to detail Strong commercial awareness Confident and professional client manner Ability to work independently with minimal supervision Strong interpersonal and communication skills Administrative support is provided along with mentoring, ongoing training and support from management. If you are motivated, client-focused, and ready to take ownership of a growing private client service, we would love to hear from you. Additional Notes You will be eligible for a bonus scheme in addition to your salary.

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Location:
Gb
Job Type:
FullTime
Category:
Media;Media

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