Client advisor Work, Jobs in Methwold, Nfk (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
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Academic Advisor, Lakenheath
University of Maryland Global Campus —Lakenheath
- £40,000 a year
- Weekend availability
- Customer service
- Military
- Salesforce
- Annual leave
- Life insurance
Health Advisor
Bupa —Cambridge
- £28,700 a year
- Full-time
- Gym membership
- Life insurance
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Trainee Mortgage Advisor
Connells Group —Ely
- £35,000 - £60,000 a year
- Full-time
- Employee discount
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Client Service Advisor
ALS —Chatteris
- Full-time
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee discount
Mortgage Advisor
The Mortgage Experts —March
- £60,000 - £100,000 a year
- Remote
AAT (School Leaver) Trainee 2026
Larking Gowen —Fakenham
- £24,000 a year
- Accounting
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Sales Manager - New Homes
untypical —Bury St. Edmunds
- Weekend availability
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- Employee assistance programme
Property Lister
Connells Group —Ely
- Full-time
- Microsoft Office
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- Communication skills
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Independent Financial Adviser
Metrita Wealth Management Ltd —Bury St. Edmunds
- £35,000 - £60,000 a year
- Full-time
- Analysis skills
- IT
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- Free parking
- Life insurance
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Warners Financial Services —Wymondham
- £27,500 a year
- Full-time
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- Communication skills
- Free parking
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Xperience —Bury St. Edmunds
- Hybrid work
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- IT
- Communication skills
- Free parking
- Bereavement leave
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Churchgate Accountants —Bury St. Edmunds
- Full-time
- Hybrid work
- Communication skills
- 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
13 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

client advisor jobs in methwold, nfk

Will Writing & Estate Planning Advisor - | Full Training |

Academic Advisor, Lakenheath

Health Advisor

Trainee Mortgage Advisor

Client Service Advisor

Mortgage Advisor

AAT (School Leaver) Trainee 2026

Sales Manager - New Homes

Property Lister

Independent Financial Adviser

Mortgage and Protection Adviser

Cyber Security Consultant

Commercial Property Solicitor

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