Financial planning client administration team Work, Jobs in Woolley, Wyk (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Contract Support Administrator
Wates —Bradford
- Hybrid work
- Microsoft Office
- Contracts
- Communication skills
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Underwriter
Close Brothers —Doncaster
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Organisational skills
Director of Business Services
Plasztik Kartya Print & Business Services Ltd —Sheffield
- £49,000 - £100,000 a year
- Full-time
- Management
- Customer service
- Microsoft Office
- Health & wellbeing programme
- Bereavement leave
Quick apply
14d
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Senior Project Manager
BAM UK & Ireland —Leeds
- Monday to Friday
- Management
- Engineering
- Project management
Office Administration Manager
Great Bear —Worksop
- Full-time
- Management
- Customer service
- Microsoft Office
- Annual leave
- Employee discount
Quick apply
6d
Asbestos Administrator
Mitie —Kirkburton
- Full-time
- Microsoft Outlook
- IT
- Communication skills
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Financial services
- Free parking
- Employee discount
Quick apply
Infrastructure Services Manager
Riego Infrastructure Services Ltd —Leeds
- £45,000 - £71,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Referral programme
Quick apply
1h
Healthcare Solutions Manager
MedoNext Healthcare Solutions Ltd. —Leeds
- £46,000 - £62,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Health & wellbeing programme
- Language training provided
Quick apply
6d
International Trade Manager
PK Saudi Trade Solutions Ltd —Leeds
- £45,000 - £60,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Language training provided
Quick apply
11d
Project Manager
Mott MacDonald —Leeds
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Project management
- Presentation skills
- Employee discount
Digital Transformation Director
Anexium Technology Solutions Ltd —Leeds
- £68,000 - £92,000 a year
- Full-time
- Computer Science
- Bachelor's degree
- In-person
Quick apply
3h
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
Head of Commercial
Lanes Group —Bradford
- Full-time
- Hybrid work
- Civil engineering
- Business development
- Contracts
Quick apply
3d
Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply

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financial planning client administration team jobs near woolley, wyk

Will Writing & Estate Planning Advisor - | Full Training |

Westminster Law ltd
Wakefield

Quick apply

Job details

Full-time | Fixed term contract
£49,500 a year

Benefits

Company pension
Work from home

Qualifications

Google Suite
Driving Licence
Sales
Microsoft Office
Legal drafting
Organisational skills
Estate planning
Communication skills

Full job description

The Role

Due to ongoing growth within the business, we are now recruiting for a position Will writer/ Legal Consultant / Estate Planning Practitioner. 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

You’ll support clients through important life decisions, ensuring legal clarity, wealth protection, and peace of mind for them and their loved ones.

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

Desirable:

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

What We Offer

£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

Career Progression

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

Pay: £49,500.00 per year

Benefits:

Company pension
Work from home

Work Location: Hybrid remote in Wakefield (West Yorkshire)

Quick apply

Refine Your Search

financial planning client administration team jobs in woolley, wyk

Will Writing & Estate Planning Advisor - | Full Training |

Accounts Assistant

Financial Planning Administrator

Contract Support Administrator

Financial Administrator

Underwriter

Director of Business Services

Sales Director - Asset Management (New Business)

Senior Project Manager

Office Administration Manager

Asbestos Administrator

Independent Financial Advisor

Infrastructure Services Manager

Healthcare Solutions Manager

International Trade Manager

Project Manager

Digital Transformation Director

Private Client Compliance Trust Tax Manager/Senior Manager

Head of Commercial

Administrator

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