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Estate Planning Administrator, London, up to £35k, Hybrid working

Financial Divisions
Posted 17 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£60,000 - £72,000 per annum

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Contract type

Full 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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  • My client, a boutique Wealth Management firm in London, is seeking an Estate Planning Administrator due to a recent restructure.
  • The position is hybrid, requiring 2 days in the office and 3 days working from home after the initial training period.
  • Key responsibilities include onboarding clients onto the CRM system, managing client agreements, and handling document management related to estate planning.
  • The ideal candidate should possess excellent communication skills and have some experience in wills, trusts, or estate planning administration.
  • The company offers a competitive salary and great benefits, and interested candidates should send their CV to Ursula Sloan at Financial Divisions.

My client is a boutique Wealth Management firm with a niche focus on Estate planning for their HNW clients.

Due to restructure, they are looking for an Estate Planning Administrator to join their small, friendly team in London. The role is being offered on a hybrid basis and after training/induction will become 2 days in the office and 3 days WFH.

Key responsibilities will be Onboarding new clients onto the CRM system, managing client agreement letters, chasing for letters of authority, scanning and photocopying clients documents and legal documents and dealing with the post. Supporting document management within the office, these are related to the estate planning service they offer, bundling documents for filling, once a case is completed and liaising with 3rd party providers

Thie role would suit a bright and articulate candidate with excellent communication skills and who has gained some experience in wills, trusts and or estate planning administration.

Company offers great benefits and competitive salary.

Please send your CV to Ursula Sloan at Financial Divisions.

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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.