Client advisor Work, Jobs in Loddon, Nfk (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
12d
HSW Advisor
CWA —Lowestoft
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Project management
- Annual leave
13d
Associate
Mills & Reeve LLP —Norwich
- Sales
- English
- IT
13d
Senior Contracts Advisor
Acteon Group Ltd. —Great Yarmouth
- Full-time
- Master's degree
- Analysis skills
- Continuous improvement
Environmental Advisor
Amentum —Leiston
- Full-time
- Communication skills
- Employee assistance programme
- Flexible schedule
5d
SENIOR PROJECT MANAGER
Laing O'Rourke —Leiston
- Engineering
- Project management
- Organisational skills
Special Operations Performance Dietitian (ONSITE at 352 SOW/Mildenhall, UK)
KBR —Worlingworth
- Full-time
- Military
- BLS Certification
- English
- Annual leave
- Flexible schedule
14d
Client Accountant
Brown&Co —Norwich
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
14d
Claims Advisor/Senior Claims Advisor - Cyber Team
Marsh —Norwich
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Organisational skills
11d
Client Executive - Management Liability
Marsh —Norwich
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
14d
Protection Advisor (Self-Employed)
Placing Faces —Aylsham
- Full-time
- Hybrid work
- Communication skills

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Will Writing & Estate Planning Advisor - | Full Training |

Westminster Law ltd
Norwich

Quick apply

Job details

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

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

client advisor jobs in loddon, nfk

Will Writing & Estate Planning Advisor - | Full Training |

HSW Advisor

Associate

Senior Contracts Advisor

Environmental Advisor

SENIOR PROJECT MANAGER

Special Operations Performance Dietitian (ONSITE at 352 SOW/Mildenhall, UK)

Client Accountant

Claims Advisor/Senior Claims Advisor - Cyber Team

Client Executive - Management Liability

Protection Advisor (Self-Employed)

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