Wealth management advisor Work, Jobs in Leeds, Wyk (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Work from home
Quick apply
Workplace Solutions - Plan Management Associate, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
Private Wealth Paralegal
Womble Bond Dickinson (UK) LLP —Leeds
- Hybrid work
2d
Customer Solutions Advisor
Rhenus SE & Co. KG —Bradford
- Full-time
- Microsoft Word
- Data entry
- Communication skills
- Free parking
- Employee assistance programme
Assistant Manager – Operations (Private Office ...
Isio Group —Leeds
- Continuous improvement
Sales Director - Asset Management (New Business)
UST —Leeds
- Master's degree
- Business development
- Bachelor's degree
Quick apply
Hire Desk Controller - Implant
Nationwide Platforms —Rotherham
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Quick apply
5d
HR Advisor (FTC - Maternity Cover)
AmcoGiffen —Barnsley
- Full-time
- Continuous improvement
- Human resources
- Recruiting
- Life insurance
Quick apply
Indirect Tax Senior Manager
AAB —Leeds
- Hybrid work
- Business development
- Team management
- Organisational skills
- Annual leave
- Employee assistance programme
4d
Private Client Advisory Tax Senior Manager
AAB —Leeds
- Hybrid work
- Business development
- Team management
- Annual leave
- Employee assistance programme

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wealth management advisor jobs near leeds, wyk

Will Writing & Estate Planning Advisor - | Full Training |

Westminster Law ltd
Wakefield

Quick apply

Job details

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

Benefits

Company pension
Work from home

Qualifications

Driving Licence
Customer service
Microsoft Office Suite
Legal drafting
Organisational skills
Wills and probate law
Wills and probate
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 Wakefield (West Yorkshire)

Quick apply

Refine Your Search

wealth management advisor jobs in leeds, wyk

Will Writing & Estate Planning Advisor - | Full Training |

Workplace Solutions - Plan Management Associate, Leeds

Private Wealth Paralegal

Customer Solutions Advisor

Assistant Manager – Operations (Private Office ...

Sales Director - Asset Management (New Business)

Hire Desk Controller - Implant

HR Advisor (FTC - Maternity Cover)

Indirect Tax Senior Manager

Private Client Advisory Tax Senior Manager

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