Careers
Help build a different kind of estate-planning firm
We are a focused estate-planning practice, and we are building our team before we take on our first clients. That order matters to us. We would rather have the right people in place, doing the work properly, than rush to open the doors.
If you care about doing this well, we should talk. We handle estate planning in-house, in plain English, with fixed fees agreed up front and no commission, ever. We are looking for people who treat someone's wishes, and their family's future, with the care those things deserve.
Open roles
STEP-Qualified Estate Practitioner / Private-Client Lawyer (TEP)
You would lead the legal and probate side of the estates we handle, from drafting through to estate administration, and oversee the technical quality of our work so that every plan is sound and properly documented. This is a senior role for someone who takes quiet pride in getting the detail right and explaining it clearly.
What we look for
- STEP qualified (TEP), or working towards it
- Solid private-client experience across wills, trusts and probate
- A plain-English communicator who can make complex matters feel straightforward
Estate Planner / Will-Writer
You will prepare wills and Lasting Powers of Attorney for our clients, drawing on real estate-planning experience to get the detail right. Just as importantly, you will sit with people through the choices in front of them, explaining their options in plain English and helping them put their affairs in order with confidence.
What we look for
- Experience in estate planning or will-writing
- A warm, clear communicator who can put people at ease and explain things simply
- Meticulous attention to detail, because this work has to be right
Client Relationship Coordinator
Be the warm first point of contact for people getting their affairs in order, guiding them from their first enquiry through to a completed plan. You will keep cases moving behind the scenes, make sure nothing slips, and look after our clients so they always feel cared for and informed.
What we look for
- Organised and calm, with an eye for detail and a knack for keeping things on track
- Genuinely empathetic and easy to talk to, at ease with clients who may be navigating sensitive decisions
- Comfortable using simple software to manage cases, notes and appointments
Get in touch
Tell us about yourself
Not sure which role fits, or want an informal chat first? Send us a message and tell us a little about you. You can also email claudette@simplyestate.co.uk.