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Wills and Estate Planning Administrator - Central London - £28k - £32k plus bonus..

Financial Divisions
Posted 15 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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  • The Wills and Estate Planning Administrator position offers a competitive salary with bonuses and an excellent benefits package, including the option to work from home three days a week.
  • The role is with a prestigious Private Client Wealth Management firm that serves high-net-worth clients and requires a candidate with at least some exposure to the legal sector, either through a degree or practical experience.
  • The successful candidate will support Financial Advisers and Solicitors in managing and completing wills and estate planning paperwork, necessitating strong interpersonal and communication skills.
  • This is a hands-on role that provides the rewarding opportunity to assist families in securing their futures through the wills administration process.
  • The firm is open to considering recent law graduates without work experience, as well as those with basic administrative experience in legal settings.

Wills and Estate Planning Administrator

Plus: bonus, excellent benefits package and 3 days working from home

Our client is a multi-award-winning Private Client Wealth Management firm, that works with high-net-worth clients and their families, providing advice on Pensions, Investments, Protection and Wills and Estate Planning. We have worked closely with this business for over 8 years, placing the majority of its staff with them, so know them very well. The Managing Director is an incredibly dynamic, inspirational and genuinely caring person, who values his clients and staff in equal measure. He has created a truly inclusive, supportive and fun working environment for his staff. Due to a recent promotion, he is now looking for an Administrator / Graduate, who has some basic exposure to the legal sector,either via their degree or practical work experience.

The role will be working closely with clients as they help them prepare and complete their wills and other aspects of estate planning. This is a very hands-on role, where you will be supporting both Financial Advisers their clients and Solicitors, taking responsibility for the management and completion of all relevant paperwork. Due to the confidential and sensitive nature of the role, you will need excellent interpersonal skills and impeccable verbal and written skills.

This is a very rewarding role as you will get to see the wills administration process from start to finishing, building trust and rapport with all parties and having the satisfaction of helping families secure their futures.

Our client will consider raw graduates that have gained a law degree, but no relevant work experience, or those with some basic administrative work experience, through to people that have worked within a law firm or solicitors, again undertaking administrative tasks.

Full on the job training will be provided along with the added advantage of working from home for up to 3 days a week if you would like to.

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.