Full job descriptionJob 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.