Self Employed Will Writer

• Meeting with clients (remotely and/or face-to-face where appropriate) to understand their estate planning needs
• Providing clear and tailored advice on Wills and related estate planning services
• Preparing and drafting Wills and associated documentation
• Ensuring all documentation is compliant and accurately recorded
• Generating new business through referrals, networking and introducer relationships
• Building long-term client relationships to encourage repeat and referral business
• Managing your own diary, appointments and pipeline
• Maintaining high standards of client care and confidentiality
• Keeping up to date with relevant legislation and best practice

• Previous experience as a Will Writer or Estate Planning Consultant
• Strong knowledge of Wills and estate planning processes
• Excellent communication and interpersonal skills
• A compassionate and professional approach to sensitive conversations
• The ability to generate and develop business opportunities
• Strong organisational skills and the ability to work independently
• A self-motivated and commercially minded attitude

Relevant qualifications (desirable but not essential depending on experience)

• Fully flexible, self-employed structure
• Uncapped earning potential
• Competitive commission structure
• Compliance and administrative support
• The backing of an established and reputable firm
• Ongoing training and professional development
• Autonomy to build and grow your own client base
• Supportive and collaborative network