Job Role: Estate Planning Administrator
Location: West Yorkshire Industry:
Legal Department Reference Number: 10366
Advertised by Recruit UK
Recruit UK is working with a respected Financial Planning firm in West Yorkshire that is looking to appoint an Estate Planning Administrator to join its legal department.
This is a fantastic opportunity for an organised Estate Planning Administrator who enjoys working in a client focused environment and supporting a busy team with a broad range of administrative and client servicing duties.
This role is suitable for both Junior and experienced candidates, provided that you are currently working within a Legal Administration support role.
The Role
You will provide administrative support to the Private Client team, helping to ensure work is managed efficiently while delivering a high standard of service to clients.
Responsibilities will include:
· Writing Wills & Trust letters
· Dealing with Probate procedures
· Writing LPA letters (Lasting Power of Attorney)
· Office Public Guardian registrations and competencies
· Preparing client documentation and correspondence
· Opening and maintaining accurate client files
· Liaising with clients and third parties professionally and efficiently
· Handling incoming calls, emails and general enquiries
· Ensuring all records are maintained in line with compliance and data protection requirements
· Assisting with document preparation, scanning, filing and general office administration
About You
The ideal candidate will have:
· Previous administration experience within legal, professional services or financial services
· Excellent organisational skills and attention to detail
· Strong communication and client service skills
· The ability to prioritise workloads and work to deadlines
· Confidence using Microsoft Office and case management or CRM systems
· A professional and approachable manner
What’s on Offer
· Competitive salary of up to £35,000
· Supportive and collaborative working environment
· Opportunities for long-term career development
· Modern office environment
· Full training and ongoing support
· Competitive benefits and holiday package
To apply, please send your CV.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning/Legal firm in West Yorkshire on an Estate Planning Administrator role.
Our commitment to you
· Start every journey with a conversation to find out about you in depth.
· Provide honest feedback on where you fit in the jobs market.
· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
· Take a holistic mindfulness approach – career happiness is rarely just about the money.
· Cover the whole of the UK with a local touch through our regional teams.
· Never pester you.