Client advisor Work, Jobs in Bournemouth, Dor (with Salaries)

Will Writing & Estate Planning Advisor Self Employed
Simon Hall Will Writing Services —Bournemouth
- £200 - £1,500 a week
- Part-time
- Driving
- Communication skills
- Flexitime
- Flexible schedule
Quick apply
6d
Sales Executive Advisor
Inspire Home Automation Limited —Wimborne
- Up to £38,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Telesales Advisor
Better —Bournemouth
- £30,000 - £70,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
Sales Advisor
Alpine Property Surveys Ltd —Wareham
- £28,000 - £33,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Free parking
- Annual leave
Quick apply
5d
Customer Success Director
Benifex —Southampton
- £65,000 - £85,000 a year
- Remote
- Driving
- Human resources
- Contracts
- Employee assistance programme
- Employee discount
9d
Account Manager
I-Fulfilment —West Highcliffe
- £37,500 - £40,000 a year
- Full-time
- Organisational skills
- Communication skills
Quick apply
HSE Advisor - Fawley
Altrad —Fawley
- £24.43 an hour
- Overtime
- Analysis skills
- Organisational skills
- Leadership
Quick apply
Showroom Sales Manager
Bathroom Showroom —Christchurch
- Full-time
- Sales
- CAD
- Annual leave
- Employee assistance programme
Specialist Finance & Mortgage Advisor
Placing Faces —Christchurch
- Full-time
- Hybrid work
- Communication skills
9d
Technology Sales Executive
Softcat —Southampton
- £26,250 - £28,900 a year
- Communication skills
- School
- Flexible schedule
ESG Manager
Innovus —New Milton
- Full-time
- Analysis skills
Quick apply
Audit and Accounts Senior
TC-Group —Bournemouth
- Full-time
- Hybrid work
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
11d
Head of Power Systems (m/f/d) UK & Ireland
Ramboll —Southampton
- Full-time
- Hybrid work
- Engineering
- Leadership
- Annual leave
Quick apply
Technical Director – Coastal Engineering
Ramboll —Southampton
- Full-time
- Hybrid work
- Management
- Engineering
- Business development
Quick apply
Holiday Home Sales Executive
Haven —Weymouth
- Full-time
- Sales
- Communication skills
- Employee discount
Quick apply
Client Care Advisor
Vets for Pets —Bournemouth
- £12.71 an hour
- Part-time
- Customer service
- Administrative experience
- Front desk
- Employee discount
6d
Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
6d
Stocktaker - Bournemouth
nGeneration —Bournemouth
- £26,500 - £28,500 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Customer Services Regulatory Advisor
IQVIA —Bournemouth
- Full-time
- Microsoft Excel
- Customer service
- English
Service Charge Analyst
Innovus —New Milton
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
5d

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Will Writing & Estate Planning Advisor Self Employed

Simon Hall Will Writing Services
Bournemouth

Quick apply

Job details

Permanent | Part-time | Freelance
£200 - £1,500 a week
6 days ago

Benefits

Employee mentoring programme
Financial planning services
Flexitime
Company events
Flexible schedule
Referral programme

Qualifications

Driving Licence
Driving
Estate planning
Communication skills

Full job description

Role Description: Self-Employed Estate Planner/Will writer

Company: Simon Hall - Will Writing Services

Location: Bournemouth

Job Type: Self-Employed, Part-Time

About Us: Simon Hall - Will Writing Services is an award-winning company with a strong local reputation, dedicated to providing comprehensive and personalised will writing services. We believe in empowering individuals to live a life of choice rather than necessity by securing their legacy and ensuring their wishes are met.

About The Role:

Simon Hall - Will Writing Services is seeking a motivated and empathetic individual to join our team as a Self-Employed Estate Planning Advisor/Will writer. This role offers flexibility, allowing you to work around your current commitments. You will need to have transport as you will be visiting clients in their own homes. Training is on-going; we prioritise attitude, professionalism, and a commitment to delivering excellent service.

Key Qualities:

Professionalism
Clear Communication
Patience and Kindness
Appetite to Learn
Attention to Detail
Efficiency
Flexability
Informativeness
Empathy
Reliability
Advisory Skills

Responsibilities:

Conduct consultations with clients ideally in their own homes to understand their needs and wishes, this can also be done via video link if appropriate.
Educate the client so that they can make an unpressured but informed decision on what is right for them.
Draft clear and legally sound Wills tailored to each client's unique circumstances using industry recognised Will writing software.
Provide information and guidance on estate planning and related matters.
Maintain a high level of professionalism and confidentiality.
Attend training sessions and continuously develop expertise.
Become a Member of the Institute of Professional Will Writers within the first year.
Collaborate with the team and contribute to the success of Simon Hall - Will Writing Services both personally and company wise.

Benefits:

Flexible working hours to accommodate your current commitments.
Start-up resources provided to integrate into the team seamlessly.
Mentoring and coaching support throughout your journey with us.
Opportunity to join a successful and award-winning company with a strong local reputation whose core value provides a win win for both client and Estate Planner.
Secure base to achieve a life of choice instead of necessity.

Requirements:

Strong interpersonal and communication skills.
Valid driving license.
Ability to work independently and manage your own schedule.
Eagerness to learn and develop oneself alongside expertise in Will writing.
Commitment to maintaining high ethical standards and confidentiality.
Access to a reliable computer and internet connection. Some appointments will be online but the majority will be face to face in the clients home.

If you are passionate about making a positive impact on people's lives, have the qualities we are looking for, and are ready to embark on a rewarding journey with Simon Hall - Will Writing Services, we invite you to apply.

Simon Hall - Will Writing Services is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Job Types: Part-time, Permanent, Freelance

Pay: £200.00-£1,500.00 per week

Benefits:

Company events
Employee mentoring programme
Financial planning services
Flexitime
Referral programme

Application question(s):

Are you a member of any professional bodies related to this role?

Experience:

Estate planning: 1 year (preferred)

Licence/Certification:

Driving Licence (required)

Location:

Bournemouth, Dorset (preferred)

Work Location: On the road

Quick apply

Refine Your Search

client advisor jobs in bournemouth, dor

Will Writing & Estate Planning Advisor Self Employed

Sales Executive Advisor

Telesales Advisor

Sales Advisor

Customer Success Director

Account Manager

HSE Advisor - Fawley

Showroom Sales Manager

Specialist Finance & Mortgage Advisor

Technology Sales Executive

ESG Manager

Audit and Accounts Senior

Head of Power Systems (m/f/d) UK & Ireland

Technical Director – Coastal Engineering

Holiday Home Sales Executive

Client Care Advisor

Wealth Management Administrator - Hybrid

Stocktaker - Bournemouth

Customer Services Regulatory Advisor

Service Charge Analyst

I want to receive the latest job alerts for client advisor in bournemouth, dor

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