Legal Consultant / Estate Planning Specialist

Sheffield, ENG, GB, United Kingdom

Job Description

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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Job Detail

  • Job Id
    JD4310561
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Sheffield, ENG, GB, United Kingdom
  • Education
    Not mentioned