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Estate Planning Administrator – Part Time - AT351

Quedgeley

Our client, based in Quedgeley, who are a leading independent financial services company are currently recruiting for an Estate Planning administrator 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

To Apply: Contact the advertiser in the contact details on the right of the advert on GlosJobs.
 

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