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For Companies At a Glance
- Tasks: Help clients with wills and estate planning while managing your own diary.
- Company: Join a growing firm with a focus on client service and legal clarity.
- Benefits: Earn £49,500 OTE, enjoy remote work, and receive comprehensive training.
- Why this job: Make a real difference in clients' lives while building a rewarding legal career.
- Qualifications: Strong communication skills and experience in estate planning or sales preferred.
- Other info: Clear path for career growth, including potential leadership opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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
- 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
- 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
- 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
- Pension and holiday allowance
- Opportunity to overachieve on commission
- 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.
Will Writing & Estate Planning advisor | Full Training | employer: Westminster Law
Contact Detail:
Westminster Law Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Will Writing & Estate Planning advisor | Full Training |
✨Tip Number 1
Network like a pro! Attend local events or join online groups related to estate planning and legal services. This way, you can meet potential clients and industry peers who might help you land that dream job.
✨Tip Number 2
Practice your pitch! When you get the chance to meet clients or hiring managers, be ready to explain why you're the best fit for the role. Keep it concise, engaging, and focused on how you can help them with their estate planning needs.
✨Tip Number 3
Show off your expertise! Share relevant articles or insights on social media about wills and estate planning. This not only demonstrates your knowledge but also positions you as a go-to person in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Will Writing & Estate Planning advisor | Full Training |
Some tips for your application 🫡
Show Your Personality: We want to see the real you! When writing your application, let your personality shine through. Use a friendly tone and don’t be afraid to share why you’re passionate about estate planning and helping clients.
Tailor Your Application: Make sure to customise your application for this role. Highlight your relevant experience in will writing or estate planning, and connect it to how you can contribute to our team at StudySmarter. We love seeing how you fit into our vision!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your skills and experiences are easy to read and understand. Avoid jargon unless it’s relevant to the role!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Westminster Law
✨Know Your Stuff
Make sure you brush up on the key areas of estate planning, wills, and legal documentation. Familiarise yourself with common terms and processes so you can speak confidently about them during the interview.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your verbal communication skills.
✨Demonstrate Organisational Skills
Be prepared to discuss how you manage your time and prioritise tasks. You might want to share examples from past experiences where you successfully handled multiple responsibilities or tight deadlines.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, team dynamics, or growth opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
