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Estate Planning Administrator - Part Time

Anderson Recruitment Ltd
Posted 2 days ago, valid for 17 days
Location

Gloucester, Gloucestershire GL2 4UF

Salary

£25,000 - £25 per day

Contract type

Part Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a leading independent financial services company based in Quedgeley, is seeking an Estate Planning Administrator for a part-time permanent role.
  • The position offers a salary of up to £25,000 pro rata, along with benefits such as 25 days holiday, flexible hours, and a pension plan.
  • Candidates should possess a positive attitude, excellent communication skills, and strong IT proficiency, including Microsoft Office and Teams.
  • The role requires managing estate planning documentation, client queries, and maintaining databases while building strong relationships with clients and advisers.
  • A minimum of experience in a similar administrative role is preferred, along with the ability to work 21 hours per week.

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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.