Client advisor Work, Jobs in Wheelock, 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
Trainee Occupational Health Advisor
Optima Health —Stoke-on-Trent
- £36,000 - £38,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Paid training
- Annual leave
13d
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
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Sandbach
- £3,800 a month
- Full-time
- Sales
Quick apply
Mortgage Advisor
The Mortgage Experts —Winsford
- £60,000 - £100,000 a year
- Remote
Customer Service Agent - 4 day week
Metro Rod —Macclesfield
- £26,743 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
5d
GUCCI Client Advisor - Part Time - 12 month FTC
Gucci —Manchester
- Part-time
- English
- Communication skills
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
Customer Service Agent - 4 day week
MetroRod Ltd —Macclesfield
- £26,743 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
5d
Customer Service Team Leader
THG Ingenuity —Northwich
- Full-time
- Leadership
Service Advisor - Peugeot
Stoneacre —Stoke-on-Trent
- £34,000 - £40,000 a year
- Full-time
- English
- Free parking
- Health & wellbeing programme
Quick apply
12d
First Response Advisor - Legal Firm
MAJ Law Ltd —Warrington
- £45,000 - £55,000 a year
- Full-time
- Customer service
- English
- Organisational skills
- Free parking
Quick apply
14h
Enquiry Centre Advisors
Capita —Stafford
- From £26,227.50 a year
- Full-time
11d
Technical Support Advisor
Radius Limited —Crewe
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
10d
Appointment Setter for Mortgage Advisors
Fresh Finance Group —Newcastle
- £14,000 a year
- Part-time
- Financial services
Adult ISVA (Independent Sexual Violence Advisor)
Manchester University NHS Foundation Trust —Manchester
- £32,073 - £39,043 a year
- Part-time
- University
- AI
11d
Claims Advisor
Proximo Holdings Limited —Chester
- £27,285 a year
- Full-time
- Hybrid work
- Referral programme
Quick apply
12d
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
Mortgage Broker - Partner Advisor
The Mortgage Experts —Stoke-on-Trent
- £60,000 - £100,000 a year
- Remote
- Marketing

I want to receive the latest job alerts for client advisor in wheelock, chs

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

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

client advisor jobs in wheelock, chs

Will Writing & Estate Planning Advisor - | Full Training |

Customer Service Advisor

Trainee Occupational Health Advisor

Client Engagement Advisor

JUNIOR SALES ADVISOR

Mortgage Advisor

Customer Service Agent - 4 day week

GUCCI Client Advisor - Part Time - 12 month FTC

Customer Contact Agent

Customer Service Agent - 4 day week

Customer Service Team Leader

Service Advisor - Peugeot

First Response Advisor - Legal Firm

Enquiry Centre Advisors

Technical Support Advisor

Appointment Setter for Mortgage Advisors

Adult ISVA (Independent Sexual Violence Advisor)

Claims Advisor

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

Mortgage Broker - Partner Advisor

I want to receive the latest job alerts for client advisor in wheelock, chs

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected