Wills, Trusts & Probate Advisor

We are working with a well-established legal practice that is looking to recruit an experienced Wills, Trusts & Probate Advisor to join their growing Private Client team.

This is an excellent opportunity for a knowledgeable professional to take on a client-facing role, supporting individuals with estate planning while benefiting from a supportive team environment and flexible working options.

The Role

You will be responsible for managing your own caseload and advising clients on a range of private client matters, including Wills, Powers of Attorney, and Trusts. This role offers the opportunity to make a real difference by helping clients plan for the future with confidence.

To be considered for the role, you'll require the following essentials:

• Previous experience as a Will Writer or Private Client Advisor.
• Strong knowledge of Wills, Powers of Attorney, and Trusts.
• Experience reviewing and supporting the work of junior team members.
• Excellent organisational and time management skills.
• Strong written and verbal communication abilities.
• A professional and approachable manner with clients.
• High attention to detail and accuracy.
• Good IT skills and the ability to learn case management systems quickly.
• A full UK driving licence.

Within this position, you'll also be:

• Conducting client appointments via face-to-face meetings, video calls, and occasional home visits.
• Taking client instructions and preparing documentation for Wills, Powers of Attorney, and Trusts.
• Drafting a range of Wills, from straightforward to more complex arrangements.
• Advising clients on suitable estate planning solutions.
• Preparing and submitting Power of Attorney applications in line with current regulations.
• Reviewing and approving documentation prepared by junior team members.
• Managing your caseload effectively to meet deadlines and service standards.
• Building and maintaining strong client relationships through professional communication.

Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support.

Talk Staff Recruitment act as an Recruitment Agency in relation to this vacancy.

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