Wills & Estate Planner

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:

o Wills and codicils

o Estate planning and wealth preservation

o Lasting Powers of Attorney (LPAs)

o Trust structures (basic to intermediate)

o 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.