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
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
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, Fixed term contract
Contract length: 12 months
Pay: 25,000.00-49,500.00 per year
Benefits:
Company pension
Work from home
Work Location: Remote
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