Our client, based in Quedgeley, who are a leading independent financial services company are currently recruiting for an Estate Planningadministrator to join their expanding team on a part time permanent basis.
This is an excellent opportunity to join a trusted and experienced business, with many long-standing staff who are dedicated to providing the very best customer service to their clients.
Duties/Responsibilities;
-Processing estate planning documentation with various parties
-Administering cases from initial contact to completion using online systems
-Creating documents, updating and maintaining systems and collation of data
-Answering telephone and email queries from clients
-Managing diaries of advisers
-Provide guidance and updates to all parties
-Building strong working relationships with clients and advisers
-Responsible for maintaining the database ensuring the information is correct
-Provide monthly progress reports to the advisers, as required
-Ensure that required documentation is received and processed in a timely manner
-Ensure that all documentation is maintained in a secure and confidential manner
Attributes;
-A positive ’can do’ attitude
-Empathetic skills
-Organised and able to meet deadlines
-Reliable and trustworthy
-Excellent written and verbal communication skills
-Excellent IT skills, including Microsoft Office & Teams
Salary- Up to £25,000 (pro rata) depending in experience + 25 days holiday (pro rata) + free parking + flexible hours + pension + income protection + life cover + health cash plan
Hours- 21 hours per week