Client advisor Work, Jobs in Minstead, Ham (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
Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
6d
Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Organisational skills
Quick apply
Service Charge Analyst
Innovus —New Milton
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
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
Sales Consultant
McCarthy & Stone —Southampton
- Up to £30,000 a year
- Weekend availability
- Sales
- Salesforce
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
Customer Service Advisor / Call Handler (30 hrs per week)
Agilico Workplace Technologies —Southampton
- Monday to Friday
- Customer service
- Administrative experience
- IT
- Employee assistance programme
Quick apply
Customer Service Advisor
Quilter —Southampton
- £18,000 a year
- Full-time
- Hybrid work
Protection Advisor
protected life —Portsmouth
- £30,000 - £120,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Free parking
- Referral programme
Quick apply
Employment Adviser - Southampton
Palladium Group, Inc. —Southampton
- £27,976 - £29,000 a year
- Customer service
- Travel
- Organisational skills
10d
Student Advisor (Part Time)
University of Portsmouth Students' Union —Portsmouth
- £25,500 - £29,000 a year
- Part-time
- Customer service
- Communication skills
- Annual leave
- Flexitime
Quick apply
4d
Account Manager
I-Fulfilment —West Highcliffe
- £37,500 - £40,000 a year
- Full-time
- Organisational skills
- 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
HSE Advisor - Fawley
Altrad —Fawley
- £24.43 an hour
- Overtime
- Analysis skills
- Organisational skills
- Leadership
Quick apply
Senior Client Care Advisor
Vets for Pets —Amesbury
- Organisational skills
- IT
- Communication skills
- Employee discount
Sales Development Representative
Brown & Brown Europe —Poole
- Full-time
- Customer service
- In-person
- Communication skills
- Free parking
- Referral programme
Quick apply
11d
Insurance Renewals Advisor
Brown & Brown —Fareham
- Full-time
- Sales
- Customer service
- In-person
- Free parking
- Employee stock purchase plan
Quick apply
Development Accounts Business Partner (6 month FTC)
McCarthy & Stone —Bournemouth
- £30,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- In-person
- Employee assistance programme
Quick apply
11d
ESG Manager
Innovus —New Milton
- Full-time
- Analysis skills
Quick apply

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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 minstead, ham

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Sales Executive Advisor

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Service Charge Analyst

Customer Success Director

Sales Consultant

Customer Service Advisor / Call Handler (30 hrs per week)

Customer Service Advisor

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Employment Adviser - Southampton

Student Advisor (Part Time)

Account Manager

Sales Advisor

HSE Advisor - Fawley

Senior Client Care Advisor

Sales Development Representative

Insurance Renewals Advisor

Development Accounts Business Partner (6 month FTC)

ESG Manager

I want to receive the latest job alerts for client advisor in minstead, ham

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