Private Client : Will Writer : Hybrid or Remote
TipTopJob
Date: 3 weeks ago
City: Bristol
Contract type: Full time
Remote
Hawk 3 Talent Solutions are recruiting on behalf of our client, a forward:thinking law firm that combines modern technology with traditional customer service.
The opportunity
Our client is on an ambitious growth journey, and their Private Client team is expanding to meet the increasing demand for their services. There is an exciting project in the pipeline which will significantly increase workload in our Wills and Probate department, so they are looking for a proactive and client:focused Will Writer to join the team.
If you thrive in a fast:paced, technology:driven environment and want to be part of a firm that is modern, people:first, and passionate about making a difference, this is the role for you..
Why Join?
: Work:life balance : hybrid or fully remote options available.
: Supportive team structure : a business development team to assist with client growth.
: Technology:driven approach : advanced case management systems streamline processes.
: Client:first culture : ensuring both efficiency and a personal touch.
The Role
As a Will Writer, you will be responsible for drafting, reviewing, and administering wills for a diverse range of clients, including high:net:worth individuals and families. Working within their collaborative Private Client team, youll provide expert estate planning advice, ensuring that clients wishes are clearly reflected in legally sound documentation.
Key Responsibilities
Drafting and advising on wills, trusts, and estate planning solutions.
Managing a caseload of both standard and complex wills, ensuring compliance with legal regulations.
Liaising with clients to provide personalised estate planning advice, considering family dynamics, tax implications, and asset protection.
Working closely with our Trusts, Estates, and Tax teams to provide holistic client solutions.
Maintaining strong client relationships, offering ongoing advice and updates on changes in the law.
Identifying opportunities to improve internal processes, leveraging technology to enhance efficiency.
What Youll Need
Experience in will writing, estate planning, or private client law.
Strong attention to detail, ensuring all wills and legal documents are accurate and compliant.
A client:focused approach, with excellent communication and relationship:building skills.
Ability to manage a high:volume caseload efficiently
Technology proficiency, with experience using case management software.
STEP qualification or working towards it (desirable but not essential).
Whats in It for You?
25 days holiday plus bank holidays, your birthday off and an additional company holiday.
Flexible working arrangements.
Health and well:being benefits, including mental health services and free eye tests.
Family:friendly policies and a positive, people:first culture.
A GBP 35:40K depending on experience. Non fee:earning role with a bonus structure being confirmed.
This is a fantastic opportunity to join a firm that is growing, evolving, and making a real difference. If youre passionate about private client law and want to be part of an exciting new initiative, wed love to hear from you.
If youre an experienced Will Writer looking for a role that provides flexibility, support, and career progression, apply today
The opportunity
Our client is on an ambitious growth journey, and their Private Client team is expanding to meet the increasing demand for their services. There is an exciting project in the pipeline which will significantly increase workload in our Wills and Probate department, so they are looking for a proactive and client:focused Will Writer to join the team.
If you thrive in a fast:paced, technology:driven environment and want to be part of a firm that is modern, people:first, and passionate about making a difference, this is the role for you..
Why Join?
: Work:life balance : hybrid or fully remote options available.
: Supportive team structure : a business development team to assist with client growth.
: Technology:driven approach : advanced case management systems streamline processes.
: Client:first culture : ensuring both efficiency and a personal touch.
The Role
As a Will Writer, you will be responsible for drafting, reviewing, and administering wills for a diverse range of clients, including high:net:worth individuals and families. Working within their collaborative Private Client team, youll provide expert estate planning advice, ensuring that clients wishes are clearly reflected in legally sound documentation.
Key Responsibilities
Drafting and advising on wills, trusts, and estate planning solutions.
Managing a caseload of both standard and complex wills, ensuring compliance with legal regulations.
Liaising with clients to provide personalised estate planning advice, considering family dynamics, tax implications, and asset protection.
Working closely with our Trusts, Estates, and Tax teams to provide holistic client solutions.
Maintaining strong client relationships, offering ongoing advice and updates on changes in the law.
Identifying opportunities to improve internal processes, leveraging technology to enhance efficiency.
What Youll Need
Experience in will writing, estate planning, or private client law.
Strong attention to detail, ensuring all wills and legal documents are accurate and compliant.
A client:focused approach, with excellent communication and relationship:building skills.
Ability to manage a high:volume caseload efficiently
Technology proficiency, with experience using case management software.
STEP qualification or working towards it (desirable but not essential).
Whats in It for You?
25 days holiday plus bank holidays, your birthday off and an additional company holiday.
Flexible working arrangements.
Health and well:being benefits, including mental health services and free eye tests.
Family:friendly policies and a positive, people:first culture.
A GBP 35:40K depending on experience. Non fee:earning role with a bonus structure being confirmed.
This is a fantastic opportunity to join a firm that is growing, evolving, and making a real difference. If youre passionate about private client law and want to be part of an exciting new initiative, wed love to hear from you.
If youre an experienced Will Writer looking for a role that provides flexibility, support, and career progression, apply today
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