
A client in the Technology industry
About the client
The client is a successful privately owned property technology company providing multitude of services for the client on their moving home journey. We are launching a new Wills & Estate Planning function within the client, and this role will be key in building the team from the ground up. As a Will Writer within the client, you will be responsible for drafting high- quality wills and supporting clients with clear, accurate, and professional estate planning advice. While experience in UK wills is not essential, you should have a solid background in will writing, fiduciary, or estate planning work, with the ability and willingness to upskill through accredited UK training (SWW/IPW/STEP). This is a mid-senior role, requiring technical expertise, client-handling confidence, and the capacity to mentor junior colleagues.
Key Responsibilities
- Draft wills to a high standard, ensuring compliance with relevant legal frameworks (training will be provided for UK-specific requirements).
- Conduct structured client fact-finds to identify estate planning needs, risks, and family
- Ensure wills are clear, unambiguous, and free from errors that could create
- Provide guidance to clients on executorship, guardianship, and beneficiary
- Liaise with UK partners, legal teams, and compliance staff to ensure accuracy and risk
- Keep accurate records of all drafting, instructions, and client communications in line with GDPR and internal compliance
- Stay up to date with changes in UK wills, probate, and succession law, applying CPD learning in practice.
- Mentor and support junior will writers, sharing technical knowledge and reviewing drafts for
- Meet service KPIs including drafting turnaround time, quality assurance standards, and client satisfaction metrics.
Key Skills
- 3–5 years’ experience in will drafting, fiduciary services, or estate
- Strong understanding of will-writing formalities and drafting principles in a common law
- Excellent written English and attention to detail for precise legal
- Proven ability to handle multiple client cases accurately and
- Strong client communication skills with the ability to explain legal concepts
- Ability to work within a compliance-driven, process-oriented
Desirable Skills
- Exposure to UK will writing and succession law (Wills Act 1837, Inheritance Act 1975).
- Membership of a professional body such as SWW, IPW, or STEP, or willingness to work towards
- STEP Certificate/Diploma in Will Preparation (or in progress).
- Experience with inheritance tax, trusts, or cross-border
- Familiarity with GDPR, POPIA, and international data
- Experience mentoring or coaching junior
Salary: Negotiable, dependent on experience, starting from R25,000 basic + potential performance bonuses + transport allowance + post-probation benefits.
Job Type: Full-time, Permanent
Location: Cape Town (Office based)
Working hours: UK hours 10:00 – 19:00 SAST
TalentHive © 2025. All rights reserved | Privacy Policy