SonicJobs Logo
Left arrow iconBack to search

Wills and Estate Planning Administrator - Central London - £28,000 - £32,000 plus...

Financial Divisions
Posted 5 days ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£60,000 - £72,000 per annum

info
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

info
  • Our client, a prestigious Private Client Wealth Management firm, is seeking a Wills and Estate Planning Administrator with a law background or relevant experience.
  • The position offers a competitive salary, with the potential for bonuses and an excellent benefits package.
  • Candidates should ideally have at least one year of experience in a legal environment, though recent law graduates are also encouraged to apply.
  • This role involves managing the administration process for wills and estate planning, requiring strong interpersonal and communication skills.
  • The firm promotes a supportive work culture and allows for remote work up to three days a week.

Plus: bonus, excellent benefits package, and the option to work from home up to three days per week

Our client, a distinguished multi-award-winning Private Client Wealth Management firm, is renowned for its expertise in advising high-net-worth individuals and their families on Pensions, Investments, Protection, Wills, and Estate Planning. We have had the privilege of partnering with this esteemed organisation for over eight years, during which time we have successfully placed the majority of their team members, giving us an in-depth understanding of their values and culture.

The Managing Director is an exceptionally dynamic, inspirational, and genuinely caring individual who places equal importance on both client satisfaction and staff well-being. He has fostered a truly inclusive, supportive, and enjoyable work environment. Due to a recent promotion, the firm is now seeking a Wills and Estate Planning Administrator, ideally with a background in law—either through a relevant degree or practical experience within the legal sector.

This position offers the opportunity to work closely with clients, supporting them through the preparation and completion of their wills and other aspects of estate planning. It is a highly hands-on role, where you will be responsible for managing the administration process alongside Financial Advisers, their clients, and Solicitors. You will play a crucial role in overseeing the completion of all relevant paperwork and ensuring a smooth process for all parties involved.

Given the sensitive and confidential nature of this work, the role demands excellent interpersonal abilities, as well as impeccable verbal and written communication skills. This is an incredibly rewarding opportunity, as you will witness the wills administration process from start to finish, building trust and rapport with clients and colleagues alike, while making a meaningful contribution to securing families' futures.

The ideal candidate may be a recent graduate with a law degree and no prior professional experience, or someone with basic administrative experience in a legal environment. Those with experience in a law firm or solicitor’s office, handling administrative duties, would also be highly considered. Comprehensive on-the-job training will be provided, and there is the added benefit of working from home up to three days per week, should you wish to take advantage of this flexible arrangement.

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.