Financial advisor Work, Jobs in West Yorkshire (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Work from home
Quick apply
Customer Service Advisor
Yorkshire Building Society —Dewsbury
- £17,151 a year
- Free parking
12h
Lindt Chocolate Advisor
Lindt Careers —Leeds
- Bar
- Customer service
- Analysis skills
AML Advisor
Reed Smith —Leeds
- Hybrid work
- No degree
Leisure Sales Manager
Village Hotels - Leeds South - Leisure —Tingley
- £30,000 - £32,000 a year
- Full-time
- Training & development
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
12d
Customer Experience Advisor
Novuna —Leeds
- Weekend availability
- Hybrid work
- Computer literacy
- Computer skills
- Communication skills
Call Centre Advisor
BW Legal —Leeds
- £20,800 - £22,000 a year
- Overtime
- Free parking
- Annual leave
Quick apply
HR Advisor
Forza Foods Ltd —Pontefract
- Microsoft Word
- Microsoft Outlook
- Team management
- Free parking
- Store discount
Workplace Solutions - Plan Management Associate, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
People Partner - South Coast
ASDA —Leeds
- Full-time
- Continuous improvement
- Human resources
- In-person
- Store discount
- Annual leave
Marketing Executive
TIEVA —Leeds
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Life insurance
Quick apply
Customer Support Advisor
BW Legal —Leeds
- £21,500 - £23,000 a year
- Overtime
- Organisational skills
- Free parking
- Annual leave
Quick apply
Part-Time Mortgage Administrator (3-Month Fixed-Term Contract)
Biscayne Residential Properties —Bradford
- £11,000 - £12,000 a year
- Part-time
- Basic maths
- Microsoft Office
- Financial services
- Flexible schedule
Quick apply
Contact Centre Team Leader
Local Care Direct —Huddersfield
- Weekend availability
- Supervising experience
- Team management
- Conflict management
- Annual leave
- Employee assistance programme
2d
Recruitment Resourcer
NEXT —Pontefract
- Full-time
- Google Suite
- Oracle
- Recruiting
- Free parking
- Employee discount
7d
Client Onboarding Advisor
Irwin Mitchell —Sheffield
- Hybrid work
- Employee discount
7d
Customer Experience Advisor | S1 | Retail Banking | Halifax
A01 Santander UK plc —Halifax
- From £25,000 a year
- Full-time
- Cash handling
- Banking
4d
Paraplanner
West Riding Personal Financial Solutions Ltd —Castleford
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
- Profit sharing
Quick apply
Loss Prevention Advisor
TK Maxx —Leeds
- Full-time
- Conflict management
- Training & development
- Employee assistance programme
- Employee discount
4d
Group HR Adviser
Age Partnership —Leeds
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
- Databases
- Recruiting
Quick apply
9d

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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

Driving Licence
Customer service
Microsoft Office Suite
Legal drafting
Organisational skills
Wills and probate law
Wills and probate
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 advisor jobs in west yorkshire

Will Writing & Estate Planning Advisor - | Full Training |

Customer Service Advisor

Lindt Chocolate Advisor

AML Advisor

Leisure Sales Manager

Customer Experience Advisor

Call Centre Advisor

HR Advisor

Workplace Solutions - Plan Management Associate, Leeds

People Partner - South Coast

Marketing Executive

Customer Support Advisor

Part-Time Mortgage Administrator (3-Month Fixed-Term Contract)

Contact Centre Team Leader

Recruitment Resourcer

Client Onboarding Advisor

Customer Experience Advisor | S1 | Retail Banking | Halifax

Paraplanner

Loss Prevention Advisor

Group HR Adviser

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