Client Facing Advisor – Will Writing & Estate Planning | Full Training | £49.5k Ote

Remote, GB, United Kingdom

Job Description

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're 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 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 Legal experience is not essential but willingness to attain Society of Will Writers (SWW) accreditation is important Full UK Drivers Licence

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 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.

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: Remote

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Job Detail

  • Job Id
    JD3245840
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Remote, GB, United Kingdom
  • Education
    Not mentioned