Planning client administration team Work, Jobs in Woolley, Wyk (with Salaries)

Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
12d
Business Manager
Quantik —Leeds
- £45,000 - £55,000 a year
- Part-time
- CRM software
- Business development
- Human resources
- Annual leave
Quick apply
13d
Retail Community Engagement Coordinator
St George's Crypt —Leeds
- £21,617.11 a year
- Part-time
- Microsoft Office
- Travel
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
Planning and Support Coordinator (Administration)
Horbury Property Services Ltd —Rotherham
- £23,500 - £25,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
7d
Office Administrator Job Wetherby
Franks Accountants —Wetherby
- Full-time
- Administrative experience
- Organisational skills
- Communication skills
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
12d
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Project Administrator
High Aims Ltd —Rotherham
- From £28,641.60 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
7d
Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
Legal Secretary
France and Associates —Huddersfield
- £24,500 - £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
5d
Project Administrator & Engineering Scheduler
The Airedale Group —Bradford
- Full-time
- Customer service
- Accounting
- IT
Quick apply
12d
Underwriter
Close Brothers —Doncaster
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Organisational skills
Asbestos Administrator
Mitie —Kirkburton
- Full-time
- Microsoft Outlook
- IT
- Communication skills
Contract Support Administrator
Wates —Bradford
- Hybrid work
- Microsoft Office
- Contracts
- Communication skills
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
12d
Business Development Manager - London & South
MegaGroup Tradeholding B.V. —Leeds
- £35,000 - £50,000 a year
- Full-time
- Remote
- Sales
- Business development
- Bachelor's degree
Quick apply
13d
Apprentice Pensions Administrator
XPS Pensions Group —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
4d
Office Administration Manager
Great Bear —Worksop
- Full-time
- Management
- Customer service
- Microsoft Office
- Annual leave
- Employee discount
Quick apply
1d
Contract Administrator
Aqua Consultants —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Contracts
Quick apply
7d
DB Administration Manager
TPT Retirement Solutions —Leeds
- Customer service
- Communication skills

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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
12 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

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

planning client administration team jobs in woolley, wyk

Will Writing & Estate Planning Advisor - | Full Training |

Business Manager

Retail Community Engagement Coordinator

Planning and Support Coordinator (Administration)

Office Administrator Job Wetherby

Financial Planning Administrator

Financial Administrator

Project Administrator

Administrator

Legal Secretary

Project Administrator & Engineering Scheduler

Underwriter

Asbestos Administrator

Contract Support Administrator

Accounts Assistant

Business Development Manager - London & South

Apprentice Pensions Administrator

Office Administration Manager

Contract Administrator

DB Administration Manager

I want to receive the latest job alerts for planning client administration team in woolley, wyk

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