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.