Client-Facing Advisor – Will Writing & Estate Planning | Full Training | £49.5K OTE

Westminster Law; England; Remote; GBP 50,000; Full time

Job summary

A progressive legal firm in the UK is seeking a Legal Consultant / Estate Planning Specialist for a 12-month Fixed-Term Project. This role requires managing client meetings, drafting legal documents, and providing estate planning advice. Ideal candidates will possess strong communication skills and a UK Driver's License. The position offers an OTE of £49,500 and opportunities for career progression within the firm.

Benefits

£49,500 OTE (basic salary + commission + car allowance)

Comprehensive training and certification

Mileage, pension and holiday allowance

Qualifications

• Experience in will-writing, estate planning, financial advisory or a similar related field.
• STEP qualifications, IPW or Society of Will Writers membership.
• Experience with legal practice management software.

Responsibilities

• Manage own diary and conduct client meetings.
• Offer expert guidance on estate planning matters.
• Draft legal documents for clients.
• Travel within the area to visit clients.

Skills

Exceptional verbal and written communication skills

Ability to drive results and deliver against targets

High attention to detail

Excellent organisational skills

Proficient with G-Suite or Microsoft Office

Full UK Drivers Licence

Job description

About Us

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 operating across England and South Wales. Our core areas of specialism are Wills, Trusts, Probate, and other Estate Planning services. Operating across multiple locations including Portsmouth, Eastbourne, Farnham, Hindhead, Guildford, Cheltenham, Cardiff, Bridgend, Kingsteignton, Newton Abbot, Southampton, Winchester, Worcester, Bournemouth, Street, Peterborough, Oxford, Coventry, Leicester and Doncaster.

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
• Full UK Drivers Licence

Desirable

• Experience in will-writing, estate planning, financial advisory or a similar related field or working in a sales environment that is target driven
• 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
• Remote working with travel to clients in your territory
• Mileage, 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.