We are seeking an experienced Wills and 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 and Estate Planner, orA Private Client Paralegal looking to move in-house and take on an advisory role.Key ResponsibilitiesClient AdvisoryAdvise existing clients on:Wills and codicilsEstate planning and wealth preservationLasting 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 recommendationsCase ManagementReview and update existing wills and estate plansIdentify gaps or risks in current arrangementsPrepare client reports and recommendationsLiaise with solicitors and external professional partners when neededMaintain accurate client records and ensure full compliance with regulatory requirementsCompliance and GovernanceEnsure all advice is delivered in line with FCA and internal compliance standards (if applicable)Follow data protection and confidentiality protocolsMaintain up-to-date CPD and regulatory knowledgeWhat You Will Not Be Required To DoNo cold business ..... full job details .....