Wealth advisory Work, Jobs in Sheffield, Syk (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
Client Experience Administrator
Foster Denovo —Sheffield
- Full-time
- Employee discount
10d
Events Officer
Kirklees Council —Kirklees
- Temporary
- Travel
- Organisational skills
- Communication skills
Business Development Manager
Leonard Curtis —Sheffield
- Full-time
- CRM software
- Sales
- Microsoft Office
- Health & wellbeing programme
- Annual leave
Quick apply
Assistant Principal
Doncaster City Council —Doncaster
- £54,392 - £60,144 a year
- Full-time
- Mentoring
- Leadership
- School
4d
Assistant Principal
Rotherham Metropolitan Borough Council —Doncaster
- £54,392 - £60,144 a year
- Full-time
- Mentoring
- Leadership
- School
Midday Supervisors
Doncaster City Council —Doncaster
- £3,549 a year
- Part-time
- School
Early Years Phase Leader
Rotherham Metropolitan Borough Council —Doncaster
- £32,916 - £45,352 a year
- Full-time
- Experience working with children
- School
Early Years Phase Leader
Doncaster City Council —Doncaster
- £32,916 - £45,352 a year
- Full-time
- Experience working with children
- School
4d

More jobs to discover

Find similar jobs that you might be interested in.

Test Center Administrator (Sheffield)
Pearson —Sheffield
Welcome, greet and check-in customers/test-taking candidates. We actively seek qualified candidates who are protected veterans and individuals with disabilities…
£13.60 an hour
Junior Office Administrator
ADG Architects Ltd —Sheffield
Answer telephone calls and direct enquiries to the appropriate team members. Support architects with project administration and filing.
£26,000 - £30,000 a year
Quick apply

I want to receive the latest job alerts for wealth advisory in sheffield, syk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth advisory jobs near sheffield, syk

Assistant Principal jobs in Doncaster

Business Development Manager jobs in Sheffield

Early Years Educator jobs in Doncaster

Early Morning Cleaning jobs in London

Independent Schools Early Years jobs in London

Early Career Manager jobs in Manchester

Early Years Educator jobs in Bristol

Early Years Educator jobs in Loughborough

Early Years jobs in Leicestershire

Early Years Educator jobs in Blackpool

Early Years Educator jobs in Hatfield

Customer Experience Specialist jobs in Edinburgh

Customer Service Advisor jobs in London

Customer Service Administrator jobs in London

No Experience Required jobs in Watford

Customer Experience Specialist jobs in Brighton

Customer Experience Specialist jobs in Remote

Outpatient Healthcare Assistant jobs in London

Marketing Assistant jobs in London

Assistant Principal jobs in South London

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 advisory jobs in sheffield, syk

Will Writing & Estate Planning Advisor - | Full Training |

Client Experience Administrator

Events Officer

Business Development Manager

Assistant Principal

Assistant Principal

Midday Supervisors

Early Years Phase Leader

Early Years Phase Leader

More jobs to discover

I want to receive the latest job alerts for wealth advisory in sheffield, syk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected