Will Writing & Estate Planning Advisor - | Full Training |
The Role
We’re looking for a dynamic and personable Will writer/ Legal Consultant / Estate Planning Practitioner to join our team on a 12\-month Fixed\-Term Project basis (with long\-term progression options). This role is at the heart of our client services and plays a vital role in our continued growth. As the first point of contact for clients, no two days will be the same. You’ll be responsible for managing your own diary, conducting client meetings (face\-to\-face), offering expert guidance on estate planning matters and drafting legal documents. Travelling within your area to visit clients will be a key part of the role.
Your Impact
As a trusted Will writer/Legal Consultant / Estate Planning Practitioner , you'll deliver an advice\-led service across a broad range of legal matters, including but not limited to:
- Wills
- Lasting Powers of Attorney
- Will Trusts
- Lifetime Trusts
- Probate and Estate Administration Services
About You
Individuals must be able to demonstrate examples of:
- Exceptional verbal and written communication skills
- Ability to drive results and deliver against targets
- High attention to detail and a strong sense of focus on the customer
- Excellent organisational skills with the ability to manage and prioritise your own caseload
- Working independently and as part of a wider team
- Proficient with G\-Suite or Microsoft Office applications
- Full UK Drivers Licence
- Experience in will\-writing, estate planning, financial advisory or a similar related field
- Experience working in a sales environment or target driven position advantageous
- STEP qualifications, IPW or Society of Will Writers membership
- Experience with legal practice management software
- £49,500 OTE (basic salary \+ commission \+ car allowance)
- Comprehensive training and certification provided
- Society of Will Writers accreditation and professional indemnity insurance cover
- Remote working with travel to clients
- Mileage allowance
- Pension and holiday allowance
- Opportunity to overachieve on commission
Clear path for long\-term career growth, including the potential to be invited to join Westminster Law as a Franchisee and Partner, taking a leadership role in the business as your career progresses.
*Join a growing firm where your skills and passion can truly make a difference. If you’re motivated, client\-focused, and ready to step into a legal career \- we’d love to hear from you.*
Job Types: Full\-time, Fixed term contract
Contract length: 12 months
Pay: £49,500\.00 per year
Benefits:
- Company pension
- Work from home
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