Financial advisor Work, Jobs in Occold, Sfk (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Norwich
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Financial Controller
The DPO Centre Ltd —Ipswich
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Accounting
- Communication skills
Senior Finance Business Partner
OCS Group —Ipswich
- Full-time
- Microsoft Excel
- Mentoring
- Construction experience
11d
Trainee Mortgage Advisor
Haysto —Norwich
- £25,774 - £34,000 a year
- Full-time
- In-person
Quick apply
Financial Adviser
NFU Mutual —Ipswich
- From £50,000 a year
- Full-time
- Sales
- Travel
- Financial services
- Annual leave
- Employee discount
Delivery Partner Manager, UKIE DPM
Amazon UK Services Ltd. —Ipswich
- Weekend availability
- Oracle
- Salesforce
- English
Head of Tax
Lotus UK Manufacturing —Norwich
- Hybrid work
- Analysis skills
- Accounting
- IT
- Employee discount
Customer Service Advisor - Remote
WNS Global Services —Ipswich
- Part-time
- Remote
Quick apply
Customer Experience Advisor | S1 | Retail Banking | Ipswich
A01 Santander UK plc —Ipswich
- From £25,000 a year
- Part-time
- Customer service
- Banking
Client Accountant
Brown&Co —Norwich
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
HR Officer
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Sales Manager - New Homes
untypical —Bury St. Edmunds
- Weekend availability
- Microsoft Excel
- Sales
- Computer literacy
- Employee assistance programme
Retail Travel Advisor
TUI Group —Ipswich
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
5d
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Ipswich
- Full-time
- Hybrid work
- Communication skills
AUM : Learning, Skills & Employment - HMP / YOI Norwich
Ministry of Justice —Norwich
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Annual leave
3d
Funding and Systems Advisor (on-site)
Suffolk New College —Ipswich
- From £26,310 a year
- Full-time
- English
- SQL
- Analysis skills
2d
Customer Services Advisor
Halfords —Thetford
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
Head of Heatsink Delivery
Sizewell C —Felixstowe
- £105,000 a year
- Full-time
- Analysis skills
- Project management
- Organisational skills
Commercial Property Solicitor
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Customer Advisor (Seasonal Temp)
Pavers —Norwich
- £13.00 - £13.50 an hour
- Part-time
- Employee discount
Quick apply
4d

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financial advisor jobs near occold, sfk

Will Writing & Estate Planning Advisor - | Full Training |

Westminster Law ltd
Norwich

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 Norwich

Quick apply

Refine Your Search

financial advisor jobs in occold, sfk

Will Writing & Estate Planning Advisor - | Full Training |

Financial Controller

Senior Finance Business Partner

Trainee Mortgage Advisor

Financial Adviser

Delivery Partner Manager, UKIE DPM

Head of Tax

Customer Service Advisor - Remote

Customer Experience Advisor | S1 | Retail Banking | Ipswich

Client Accountant

HR Officer

Sales Manager - New Homes

Retail Travel Advisor

Senior/Principal Consultant – Fraud Risk Services

AUM : Learning, Skills & Employment - HMP / YOI Norwich

Funding and Systems Advisor (on-site)

Customer Services Advisor

Head of Heatsink Delivery

Commercial Property Solicitor

Customer Advisor (Seasonal Temp)

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