About the Role
Join #TeamDA as a Trainee Will Writer. We have an exciting opportunity for an organised and motivated individual to join our Wills and Probate team as a Trainee Will Writer. This role offers the chance to build a rewarding career in estate planning, developing the technical knowledge and practical skills required to support clients with important life‐planning decisions.
Working alongside experienced specialists, you will gain hands‐on experience in will writing and estate planning while contributing to the continued growth of the David Allen Wills service. If you are detail‐focused, eager to learn and committed to providing professional, client‐focused support, we would like to hear from you.
* Support the effective administration and day‐to‐day operation of the Wills and Probate department.
* Assist with preparing and registering Wills, Lasting Powers of Attorney, and other estate‐planning documents, ensuring that all work is completed accurately, efficiently and in full compliance with statutory and regulatory requirements.
* Communicate regularly with clients and external parties, maintaining clear and professional correspondence while ensuring client records are kept up to date and managed securely in line with data‐protection standards.
* Work closely with the Estates Planning team to develop knowledge of estate‐planning legislation and best practice, enabling you to deliver a professional and client‐focused service.
* Manage workflow carefully to meet deadlines while supporting the wider team to ensure excellent service for every client.
About David Allen
Established in 1997, David Allen has a team of over 150 dedicated professionals working from offices in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield with a full business support package to help them develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.
From the very beginning, David Allen has been committed to great client care – blending the traditional values of business with the enthusiastic hands‐on attitude of a modern team of professionals.
Benefits
Working for #TeamDA offers flexible working, free financial advice, a competitive salary and package, and plenty of opportunities to grow, develop and progress.
Application Process
Please review the attached job description and person specification to understand our role and what we are looking for. If you think this sounds like the ideal job for you, send your CV along with a summary of why you are suitable for the role and your current salary (or salary expectations) to careers@david-allen.co.uk. We will consider applications for both full‐time or part‐time hours. If you are applying from outside the region, please include details of your relocation plans. Applications may close before the date stated if the applications are successful at interview.
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