Wills & Estate Planner
3 days ago
Canvey Island
We are seeking an experienced Wills & Estate Planner to manage and advise on an existing client portfolio. The firm are based in Canvey Island and offer hybrid working, 2 or 3 days per week. This is a non-business-development role focused on delivering high-quality, compliant advice to clients on their wills, estate planning, and related private client matters. The position would suit: • An experienced Wills & Estate Planner, or, • A Private Client Paralegal looking to move in-house and take on an advisory role. Key Responsibilities Client Advisory • Advise existing clients on:, • Wills and codicils, • Estate planning and wealth preservation, • Lasting Powers of Attorney (LPAs), • Trust structures (basic to intermediate), • Inheritance tax planning (within scope and in collaboration with tax specialists where required), • Conduct client meetings (in person, phone, and video), • Provide clear, compliant, and client-friendly recommendations Case Management • Review and update existing wills and estate plans, • Identify gaps or risks in current arrangements, • Prepare client reports and recommendations, • Liaise with solicitors and external professional partners when needed, • Maintain accurate client records and ensure full compliance with regulatory requirements Compliance & Governance • Ensure all advice is delivered in line with FCA and internal compliance standards (if applicable), • Follow data protection and confidentiality protocols, • Maintain up-to-date CPD and regulatory knowledge What You Will Not Be Required To Do • No cold business development, • No requirement to source your own leads, • You will work solely with an existing, warm client base Candidate Profile Essential • Experience in wills, estate planning, or private client work, • Strong client-facing and advisory skills, • Excellent written and verbal communication, • High attention to detail and organisational skills, • Ability to explain complex matters in plain English, • Understanding of: Wills and probate processes, LPAs and basic trust and IHT planning concepts Desirable • STEP qualification (or working towards), • Legal background (Private Client Paralegal, Fee Earner, or similar), • Experience working in a regulated financial or legal environment, • Knowledge of estate planning software and CRM systems Key Skills & Attributes • Empathetic and professional client manner, • Strong ethical and compliance mindset, • Ability to manage a caseload independently, • Team player with a collaborative approach, • Proactive in identifying client needs For mor information, please apply directly or contact Jess at AJ Chambers.
