Financial advisor Work, Jobs in Lutterworth, Lec (with Salaries)

Probate Administrator
Countrywide Tax and Trust Corporation —Leamington Spa
- £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Annual leave
Quick apply
4h
Tax Manager - 9-12 Month FTC
Gymshark —Solihull
- Hybrid work
- Communication skills
- Employee discount
- Gym membership
Quick apply
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Customer Advisor/Keyholder- Temporary
Pavers —Leicester
- £13.00 - £13.93 an hour
- 8 hour shift
- Sales
- Customer service
- Employee discount
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13d
Sales Advisor - Nuneaton KIA PBV Centre
Allen Motor Group —Nuneaton
- £18,500 - £45,000 a year
- Full-time
- Customer service
- Communication skills
- Employee discount
- Referral programme
Apprentice Retail Sales Assistant
Superdrug —Loughborough
- £9.75 an hour
- Customer service
- In-person
- Communication skills
- Store discount
- Employee discount
Quick apply
Showroom Sales Manager
Bathroom Showroom —Leicester
- Full-time
- Sales
- Business development
- Annual leave
- Employee assistance programme
Landlord and Tenant Surveyor
LKQ Corporation —Tamworth
- Full-time
- Bachelor's degree
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- Annual leave
- Employee assistance programme
Contract - Principal Suspension and Steering System Engineer
Ricardo —Leamington Spa
- Engineering
- Master's degree
- Bachelor's degree
12d
Commercial Sales Advisor - Northampton Transit Centre
Allen Motor Group —Northampton
- £18,500 - £45,000 a year
- Full-time
- Customer service
- Communication skills
- Employee discount
- Referral programme

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Probate Administrator

Countrywide Tax and Trust Corporation -
Leamington Spa

Quick apply

Job details

Permanent | Full-time
£25,000 a year
4 hours ago

Benefits

Free parking
Annual leave
Company pension
Company events
Employee discount
On-site parking

Qualifications

Microsoft Word
Computer literacy
Stakeholder liaison
English
Microsoft Office
Bachelor's degree
Organisational skills
Wills and probate law
Computer skills
Conveyancing liaison
Wills and probate

Full job description

Summary of Key Responsibilities and Role

Within this role you will work with a growing and busy team of administrators responsible for all probate matters.

You will work closely with members of your own team and various other departments.

You will make effective use of case management systems and ensure efficient use of time and resources.

Principal Responsibilities

Preparing initial client engagement paperwork.
Dealing with third parties such as banks and financial institutions to obtain date of death valuations via written correspondence/telephone calls as required.
Liaising with our advisors, clients or third party organisations by telephone and email.
Liaising with lay executors (such as family members) and other professional partners where applicable (in the main this could be solicitors and accountants).
Assisting with the sale and purchase of probate properties, closure of bank accounts and investments once the grant is obtained.
Dealing with incoming post.
Assisting with the collection of estate monies.
Maintaining probate estate accounts.
Maintaining electronic internal systems for case management purposes.

Key Knowledge & Required Skills

Excellent Admin and organisational skills.
Excellent IT skills.
Comfortable with using computerised systems.
Excellent attention to detail.
You will need to be conscientious.
Ability to prioritise
You will be a good communicator, confident on the phone and writing emails.
Competent with diary management.
Good inter-personal skills and understanding manner.
Positive “can-do” mature attitude.

Company Benefits

25 days annual leave + bank holidays
Pension scheme after 3 months
High street discounts after 3 months
Company events
On site free parking

Job Types: Full-time, Permanent

Pay: £25,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Application question(s):

Do you live in Leamington Spa?
If not, are you happy to commute?

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in lutterworth, lec

Probate Administrator

Tax Manager - 9-12 Month FTC

Customer Advisor/Keyholder- Temporary

Sales Advisor - Nuneaton KIA PBV Centre

Apprentice Retail Sales Assistant

Showroom Sales Manager

Landlord and Tenant Surveyor

Contract - Principal Suspension and Steering System Engineer

Commercial Sales Advisor - Northampton Transit Centre

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