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Client-facing advisor – will writing & estate planning | full training | £49.5k ote

Warrington
Westminster Law
Planner
Posted: 1h ago
Offer description

Law Firm specialising in Estate Planning, Wills and Trusts. Multiple Locations Across England & Wales | Full-Time | £49,500 OTE.


About Us

Redefining professional legal services. Leading the way in affordable expert advice. At Westminster Law we really do make sure that sound legal advice and affordability go hand in hand. We are a progressive and expanding legal firm based in Southampton, Hampshire, with a well-established presence across the South of England and South Wales. Our core areas of specialism are Wills, Trusts, Lasting Powers of Attorney, Probate, and other estate planning services.


Operating across multiple locations including Havant, Waterlooville, Portsmouth, Eastbourne, Farnham, Hindhead, Guildford, Horsham, Cheltenham, Cardiff, Bridgend, Newton Abbot, Southampton, Winchester and Bournemouth. We are committed to providing affordable, professional, and tailored legal solutions to our clients.


The Role

We are looking for a dynamic and personable Legal Consultant / Estate Planning Specialist 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 Legal Consultant / Estate Planner, 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
* Proficient with G-Suite or Microsoft Office applications
* Full UK Drivers Licence
* You don’t need legal experience to apply — we’ll support your learning
* Willingness to attain Society of Will Writers (SWW) accreditation


Desirable:

* Undergraduate degree in related fields including Law, Business, Economics or Finance (or equivalent work or military experience)
* Experience in will-writing, estate planning, financial advisory or a similar related field OR experience working in a sales environment or target driven position advantageous
* STEP qualifications 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
* Flexible working options (including remote work)
* Phone and mileage allowance
* Pension and holiday allowance


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.

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Home > Jobs > Logistics jobs > Planner jobs > Planner jobs in Warrington > Client-Facing Advisor – Will Writing & Estate Planning | Full Training | £49.5K OTE

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