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

Plymouth
Westminster Law Group Limited
Planner
Posted: 20 February
Offer description

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 covering England and Wales. Our core areas of specialism are Wills, Trusts, Lasting Powers of Attorney, Probate, and other Estate Planning Services.

The Role

We're looking for a dynamic and personable Legal Consultant / Estate Planning Specialist to join our team on a 12month 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 Planning Specialist, 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
* Mileage allowance, pension and holiday allowance
* Flexible remote working with travel to clients

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, Temporary, Fixed term contract

Contract length: 12 months

Pay: £29,500.00-£49,500.00 per year

Benefits:

* Company pension
* Financial planning services
* Work from home

Work Location: On the road

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

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