Job Description

Join #TeamDA as a Wills and Probate Adviser

Are you passionate about helping others navigate life's most sensitive milestones? Do you have an eye for detail, a mind for estate planning and a heart for supporting people when they need it most? If so, we would love for you to join us as a Probate and Wills Adviser.

At David Allen, our clients come first, and so do our people. Our Wills and Probate team is known for being supportive, knowledgeable, and committed to delivering exceptional service with compassion and clarity. Whether you are meeting with a client face-to-face or drafting important legal documents, you will be part of a team that truly makes a difference.

If you are empathetic, organised, and ready to develop your career in a client-focused, values-driven business, this could be the role for you.

About the Role

In this varied and rewarding position, you will play a key part in guiding individuals and families through the Probate and Estate planning process. From managing Probate cases and preparing official documentation, to advising on Wills, trusts and Lasting Powers of Attorney, you will ensure every client receives clear, tailored advice with care and professionalism.

You will work closely with executors and family members, supporting them during what can often be an emotional and challenging time. With access to the latest legal updates and supportive training, you will be equipped to stay on top of evolving legislation and compliance standards.

As well as being highly accurate and detail-oriented, you will need to be confident in communicating with clients and colleagues alike. You will be supported by a friendly and forward-thinking team and will also have opportunities to get involved with networking events and agricultural shows, helping to raise awareness of our services and grow client relationships.

This is a fantastic opportunity for someone looking to take the next step in their career, combining legal expertise with a strong sense of empathy and client care. If you are looking for a role where you can really make an impact, professionally and personally, we would love to hear from you.

You can work from any of our locations in Cumbria, Dalston, Penrith or Workington.

Why Join #TeamDA

Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.

Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it, and the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can not deliver a great service without great people, after all.

We take pride in offering a positive, forward-thinking work environment where people are encouraged to grow, thrive and be their best.

Ready to apply?

Application process

Please review the job description and person specification on the careers section of our website before applying.

If you think this sounds like the ideal job for you, then please send your CV along with a summary of why you are suitable for the role including your salary expectations to careers@david-allen.co.uk. We will consider applications for both full and part-time hours.

If you are applying from outside the region, please include details of your relocation plans.

Please note that the closing date for all applications is 10am on Monday 9 June 2025. We aim to hold first interviews during the following week.

Job Types: Full-time, Permanent

Benefits:

Additional leave Bereavement leave Company events Company pension Employee discount Financial planning services Free parking On-site parking Paid volunteer time Referral programme Sick pay Work from home
Schedule:

Day shift Flexitime Monday to Friday
Work Location: In person

Application deadline: 09/06/2025