Financial advisor Work, Jobs in Bures Saint Mary, Ess (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Bury St. Edmunds
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
14d
Customer Service Advisor - Remote
WNS Global Services —Ipswich
- Part-time
- Remote
Quick apply
Mortgage Advisor
The Mortgage Experts —Braintree
- £60,000 - £100,000 a year
- Remote
Insurance Advisor
Howden Group Holdings —Colchester
- Full-time
- Hybrid work
- Employee discount
Data Entry and Customer Service Advisor (Full Time)
Express Appliances Ltd —Colchester
- £13.62 an hour
- Full-time
- Microsoft Word
- CRM software
- Customer service
- Employee discount
Quick apply
7d
Chief Financial Officer
Unity Schools Partnership —Haverhill
- Full-time
- School
Sales Advisor
The Perfume Shop —Colchester
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
People Advisor
Greene King —Bury St. Edmunds
- Full-time
- Microsoft Office
- Human resources
- Employee assistance programme
- Employee discount
Secretary
Barker Associates —Braintree
- Full-time
- Microsoft Office
- IT
- In-person
- Employee assistance programme
Quick apply
HR Officer
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Tesco Travel Money Advisor
Travelex —Colchester
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
14d
HSEQ Advisor
Sodexo —Colchester
- Up to £38,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
10d
Independent Financial Adviser
Metrita Wealth Management Ltd —Bury St. Edmunds
- £35,000 - £60,000 a year
- Full-time
- Analysis skills
- IT
- Construction
- Free parking
- Life insurance
Quick apply
2d
Sales Manager - New Homes
untypical —Bury St. Edmunds
- Weekend availability
- Microsoft Excel
- Sales
- Computer literacy
- Employee assistance programme
Deputy Section 151 Officer
Colchester City Council —Colchester
- Up to £85,000 a year
- Full-time
Sales Manager
Dandara —Braintree
- Sales
- Driving
- Employee assistance programme
8d
Finance Business Partner
OCS Group —Ipswich
- Hybrid work
- Microsoft Excel
- Contracts
- Communication skills
Quick apply
Service Advisor
Steven Eagell Limited —Ipswich
- £28,000 - £35,000 a year
- Sales
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Quick apply
3d
Head of General Accounting (FTC until February 2028)
Penguin Books Limited —Colchester
- £70,000 - £80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
16h
Bookkeeper - Chelmsford
Xeinadin —Chelmsford
- Accounting
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme

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Will Writing & Estate Planning Advisor - | Full Training |

Westminster Law ltd
Bury St. Edmunds

Quick apply

Job details

Full-time | Fixed term contract
£49,500 a year
14 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
Contract length: 12 months

Pay: £49,500.00 per year

Benefits:

Company pension
Work from home

Work Location: Hybrid remote in Bury St. Edmunds (Suffolk)

Quick apply

Refine Your Search

financial advisor jobs in bures saint mary, ess

Will Writing & Estate Planning Advisor - | Full Training |

Customer Service Advisor - Remote

Mortgage Advisor

Insurance Advisor

Data Entry and Customer Service Advisor (Full Time)

Chief Financial Officer

Sales Advisor

People Advisor

Secretary

HR Officer

Tesco Travel Money Advisor

HSEQ Advisor

Independent Financial Adviser

Sales Manager - New Homes

Deputy Section 151 Officer

Sales Manager

Finance Business Partner

Service Advisor

Head of General Accounting (FTC until February 2028)

Bookkeeper - Chelmsford

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