Financial advisor Work, Jobs in Wakefield, Eng (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
Paraplanner
West Riding Personal Financial Solutions Ltd —Castleford
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
- Profit sharing
Quick apply
Call Centre Advisor
BW Legal —Leeds
- £20,800 - £22,000 a year
- Overtime
- Free parking
- Annual leave
Quick apply
Customer Experience Advisor
Novuna —Leeds
- Weekend availability
- Hybrid work
- Computer literacy
- Computer skills
- Communication skills
Team Leader People Operations
The Sheffield College —Sheffield
- £33,824 - £38,028 a year
- Full-time
- Continuous improvement
- Team management
- Human resources
- Free parking
- Annual leave
9d
Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- CRM software
- Customer service
- Data entry
- Referral programme
Quick apply
7d
Marketing Executive
TIEVA —Leeds
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Life insurance
Quick apply
SEND Advisor
The Sheffield College —Sheffield
- £33,824 - £38,028 a year
- Full-time
- Free parking
- Annual leave
AML Advisor
Reed Smith —Leeds
- Hybrid work
- No degree
Workplace Solutions - Plan Management Associate, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
14d
Customer Services Team Leader
URIS Group Limited —Doncaster
- £29,400 a year
- Full-time
- Hybrid work
- Management
- Customer service
- English
- Free parking
- Health & wellbeing programme
Quick apply
Customer Support Advisor
BW Legal —Leeds
- £21,500 - £23,000 a year
- Overtime
- Organisational skills
- Free parking
- Annual leave
Quick apply
Client Onboarding Advisor
Irwin Mitchell —Sheffield
- Hybrid work
- Employee discount
5d
Recruitment Resourcer
NEXT —Pontefract
- Full-time
- Google Suite
- Oracle
- Recruiting
- Free parking
- Employee discount
5d
Leisure Sales Manager
Village Hotels - Leeds South - Leisure —Tingley
- £30,000 - £32,000 a year
- Full-time
- Training & development
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
10d
Lindt Chocolate Advisor
Lindt Careers —Leeds
- Bar
- Customer service
- Analysis skills
Corporate Sales Advisor (FTC October-May 2027)
Bettys & Taylors Group —Harrogate
- £26,000 - £27,000 a year
- Temporary
- Hybrid work
- Bakery
- Communication skills
- Annual leave
- Employee assistance programme
People Partner - South Coast
ASDA —Leeds
- Full-time
- Continuous improvement
- Human resources
- In-person
- Store discount
- Annual leave
HR Advisor
Forza Foods Ltd —Pontefract
- Microsoft Word
- Microsoft Outlook
- Team management
- Free parking
- Store discount
Customer Service Advisor
Yorkshire Building Society —Castleford
- £14,700 a year
- Computer literacy

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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

financial advisor jobs in wakefield, eng

Will Writing & Estate Planning Advisor - | Full Training |

Paraplanner

Call Centre Advisor

Customer Experience Advisor

Team Leader People Operations

Financial Advisor Administrator

Marketing Executive

SEND Advisor

AML Advisor

Workplace Solutions - Plan Management Associate, Leeds

Customer Services Team Leader

Customer Support Advisor

Client Onboarding Advisor

Recruitment Resourcer

Leisure Sales Manager

Lindt Chocolate Advisor

Corporate Sales Advisor (FTC October-May 2027)

People Partner - South Coast

HR Advisor

Customer Service Advisor

I want to receive the latest job alerts for financial advisor in wakefield, eng

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