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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.
