Careers at Perrys
Here at Perrys we are always looking for EXCEPTIONAL talent, so even if we aren’t looking for a specific role, please feel free to send your CV to palmer@perry-company.co.uk
Perrys Chartered Accountants, Central London and Kent, offer their clients an exceptional service across a broad range of complex and routine accountancy issues as well as offering taxation services.
WILL WRITER – Tunbridge Wells
We are seeking a highly motivated and experienced Will Writer.
Main duties & responsibilities include:
- Independently managing own workload
- Taking initial instructions from clients
- Preparing and advising on Wills of various complexity, writing powers of attorney and other estate planning documentation and ensuring that all documents are legally accurate and professionally written
- Responsible for providing high quality, timely, professional advice
- Correspondence with executors, trustees, beneficiaries, and other professionals
- Attending clients in their own environment as required
- Ensuring that all enquiries involving complex trusts, IHT advice etc, are referred to the partner
- Maintain accurate and organised client files and documentation on the company’s computer system
- Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated
You will have/be:
- Prior experience working within a practice and must have experience of drafting wills and advising clients in relation to estate planning matters
- Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
- Confident IT skills
- High attention to detail
- Must have own transport
- STEP qualification preferable or Will writing/estate planning qualification
Package:
- Salary (Market rate)
- Life Insurance (5x basic salary)
- Private Medical Insurance
If you are interested in applying for this position please send your CV to Abbie Cornner at the email address: cornner@perry-company.co.uk
Thank you for your interest in Perrys.