Wealth management Work, Jobs in Handforth, Chs (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Stoke-on-Trent
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Legal Support Executive - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- IT
Quick apply
Trainee financial services Administrator
Camargue Chambers LLP —Cheadle
- £19,747 - £22,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
13d
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Property Investment Broker (Direct Sales)
Let Property —Manchester
- Up to £75,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Referral programme
Quick apply
3d
Customer Support Administrator
Digital Wealth Systems —Stalybridge
- From £25,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
Quick apply
3d
Direct Sales (BDM role)
Let Property —Manchester
- Up to £75,000 a year
- Full-time
- Sales
- In-person
- Communication skills
Quick apply
Tenancy Management Officer
Salford Council —Salford
- £32,597 - £35,412 a year
- Communication skills
1d
Specialist, Cash Management Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
14d
Income Officer
Salford Council —Salford
- £32,597 - £35,412 a year
- Hybrid work
- Accounting
- Organisational skills
- Communication skills
- Flexible schedule
3d
KYC Analyst
G MASS —Manchester
- £40,000 a year
- Hybrid work
- Financial services
- Communication skills
Quick apply
Procurement Officer
Salford Council —Salford
- £36,363 - £39,152 a year
- Customer service
- Communication skills
2d
Investment Banking, Associate, MCR, Global Advisory
Rothschild & Co —Manchester
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
1h
IFA Administrator / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
3h
CFO Advisor
AAB —Manchester
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
7d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
3h
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
8d
Relationship Manager Corporate Banking - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Management
- Sales
- Marketing
2d
Fund Dealing Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management

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wealth management jobs near handforth, chs

Will Writing & Estate Planning Advisor - | Full Training |

Westminster Law ltd
Stoke-on-Trent

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

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
Contract length: 12 months

Pay: £49,500.00 per year

Benefits:

Company pension
Work from home

Work Location: Hybrid remote in Stoke-on-Trent

Quick apply

Refine Your Search

wealth management jobs in handforth, chs

Will Writing & Estate Planning Advisor - | Full Training |

Legal Support Executive - Private Wealth

Trainee financial services Administrator

Experienced Life Insurance Advisor - Office Based

High Net Worth Underwriter

Property Investment Broker (Direct Sales)

Customer Support Administrator

Direct Sales (BDM role)

Tenancy Management Officer

Specialist, Cash Management Representative II

Income Officer

KYC Analyst

Procurement Officer

Investment Banking, Associate, MCR, Global Advisory

IFA Administrator / Paraplanner (IFA Firm)

CFO Advisor

Paraplanner

Financial Planning Client Administrator

Relationship Manager Corporate Banking - Mandarin Speaking

Fund Dealing Administrator

I want to receive the latest job alerts for wealth management in handforth, chs

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