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.