Financial advisor Work, Jobs in Mobberley, 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
Customer Service Advisor
PayStream Accounting Services —Altrincham
- £30,000 a year
- Full-time
- Hybrid work
- IT
- In-person
- Work from home
Quick apply
Client Engagement Advisor
PayStream Accounting Services —Altrincham
- £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Communication skills
- Work from home
Quick apply
11d
People Consultant
Royal London —Alderley Edge
- Management
- Financial services
- Communication skills
- Annual leave
4d
VodafoneThree - Senior Onsite Advisor
Vodafone —Knutsford
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
3d
Director of Corporate Relationships
Together —Cheadle
- Full-time
- Management
- Leadership
Quick apply
Key Account Executive
PayStream Accounting Services —Altrincham
- £30,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Salesforce
- Work from home
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
10d
Mortgage Advisor
The Mortgage Experts —Sale
- £60,000 - £100,000 a year
- Remote
Membership Sales Advisor
Village Hotels - Cheadle - Leisure —Cheadle
- Full-time
- Hospitality
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Financial Controller (Part time)
FRC Group —Liverpool
- £70,000 a year
- Part-time
- Hybrid work
- Free parking
- Employee assistance programme
Quick apply
L'Oréal Luxe Multi-Brand Beauty Advisor, Selfridges Manchester Trafford (37.5 Hours)
l'Oréal —Manchester
- Full-time
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
Trainee Mortgage Advisor
Dragon Finance —Sale
- £25,000 - £35,000 a year
- Full-time
- Basic maths
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
11d
Demolition Administration and Compliance Manager
Rhodar Industrial Services Ltd —Warrington
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
3d
L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Manchester Market St. (37.5 Hours)
l'Oréal —Manchester
- Full-time
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
Customer Support Advisor
ITCUK —Manchester
- £28,000 a year
- 12 hour shift
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
Reporting and Insight Analyst
Clear Business —Sale
- £28,879 - £36,098 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Agile
- Free parking
- Annual leave
Quick apply
Customer Service Advisor
Gas Care UK —Macclesfield
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
Customer Contact Agent
Essential Insurance —Sale
- £25,200 - £30,000 a year
- Full-time
- Microsoft Word
- Sales
- Financial services
- Free parking
- Profit sharing
Quick apply
5d
Medical Strategist
MEDiSTRAVA —Manchester
- Remote
- Doctoral degree
- Master's degree
- Project management
10d

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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

financial advisor jobs in mobberley, chs

Will Writing & Estate Planning Advisor - | Full Training |

Customer Service Advisor

Client Engagement Advisor

People Consultant

VodafoneThree - Senior Onsite Advisor

Director of Corporate Relationships

Key Account Executive

Experienced Life Insurance Advisor - Office Based

Mortgage Advisor

Membership Sales Advisor

Financial Controller (Part time)

L'Oréal Luxe Multi-Brand Beauty Advisor, Selfridges Manchester Trafford (37.5 Hours)

Trainee Mortgage Advisor

Demolition Administration and Compliance Manager

L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Manchester Market St. (37.5 Hours)

Customer Support Advisor

Reporting and Insight Analyst

Customer Service Advisor

Customer Contact Agent

Medical Strategist

I want to receive the latest job alerts for financial advisor in mobberley, chs

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