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.