Wills & Estate Planner

Job description

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.

Extra information

Status

Open

Education Level

Secondary School

Location

Canvey Island

Type of Contract

Full-time jobs

Published at

10-03-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English