Financial planning administrator Work, Jobs in Garforth, Wyk (with Salaries)

Estate Planning administrator
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Bookkeeper/Administration
Integrid Ltd —Barnsley
- £25,420.00 - £32,985.46 a year
- Full-time
- Hybrid work
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
5d
Client Account Administrator
Internova Travel Group —Halifax
- Weekend availability
- Remote
- Travel
- Organisational skills
- Budgeting
- Annual leave
- Employee assistance programme
Administrator
Westward care —Leeds
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Referral programme
Quick apply
11d
Programme Coordinator
First Bus —Leeds
- £38,500 - £48,000 a year
- Microsoft Powerpoint
- Continuous improvement
- Organisational skills
- Employee assistance programme
- Employee discount
5d
Care Home Business Administrator
Anchor —Leeds
- £28,000 a year
- Computer literacy
- Computer skills
- Budgeting
- Employee discount
3d
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
4d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
4d
Sales and Operations Administrator
Siddall & Hilton Products Ltd —Brighouse
- £27,600 - £31,000 a year
- Microsoft Word
- Microsoft Excel
- ERP systems
- Free parking
- Annual leave
Quick apply
Bid Co-Ordinator Apprentice
Answer Digital —Leeds
- Up to £25,000 a year
- Hybrid work
- Microsoft Word
- Google Suite
- English
- Annual leave
10d
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
eBilling Supervisor
Maples Group - Legal Services —Leeds
- Microsoft Word
- Continuous improvement
- Team management
- Health & wellbeing programme
- Life insurance
11d
Client Services Coordinator
Ameresco —Leeds
- Full-time
- Organisational skills
- Analytics
Salesforce Developer
Christians Against Poverty —Bradford
- £46,553.04 - £51,725.60 a year
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Agile
- Flexitime
- Employee discount
Senior Director, Global Project Controls
Tait —Pontefract
- Full-time
- Engineering
- Master's degree
- Bachelor's degree
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme

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Estate Planning administrator

iTrust121
York

Quick apply

Job details

Permanent | Full-time
£25,000 - £26,000 a year

Benefits

Life insurance

Qualifications

CRM software
Stakeholder liaison
Administrative support experience
Case note recording
Filing
Case record updates
Administrative experience
Legal drafting
Organisational skills
Wills and probate law
Typing
Wills and probate
Estate planning
Communication skills
Office experience

Full job description

About the Role

This is a hands-on and varied role supporting the full estate planning client journey, from initial client instructions and drafting through to completion and ongoing administration.

A significant part of the role will involve preparing and drafting estate planning documentation, including Wills, Lasting Powers of Attorney and Trusts, alongside managing client files, handling amendments, communicating with clients and liaising with external organisations.

You'll work closely with our advisers and operations team to make sure client matters progress accurately and efficiently from instruction through to completion.

We operate in a CRM-led environment, so you'll need to be highly organised, comfortable working digitally and confident managing multiple client matters at different stages.

This is not a graduate or entry-level position. We're looking for someone who already has experience working within a professional office environment and understands the importance of organisation, accuracy, communication and taking ownership of their workload.

This is also not a route to qualification as a solicitor. If your primary career goal is to complete a training contract, SQE qualifying work experience or progress towards becoming a qualified solicitor, this role is unlikely to be the right fit. We're looking for someone who wants to build a long-term career within estate planning and administration.

What You'll Do

Draft and prepare estate planning documentation, including Wills, Lasting Powers of Attorney and Trusts
Support and manage client matters throughout the full journey, from instruction through to completion
Accurately record client information, documentation, case notes and progress within Zoho CRM
Review documentation for accuracy, identify missing information or errors and escalate technical matters where required
Handle client queries, amendments and corrections professionally and efficiently
Manage completion and post-completion administration, including OPG submissions, Will storage and Trust administration
Liaise with external organisations including life insurance providers, HM Land Registry, the Office of the Public Guardian and other professional third parties
Upload, organise and maintain complete and accurate electronic client files
Work closely with advisers, administration, sales and operations teams to keep client matters progressing
Take ownership of allocated work, prioritise effectively and follow tasks through to completion
Support the wider team with other administrative and client-related work as required

Who We're Looking For

You must have previous experience working within a professional office-based administrative role. Experience within a solicitor's office, legal practice, Wills and Probate, conveyancing, estate planning, financial services or another professional services environment would be particularly advantageous.

We're looking for someone who:

Has at least 1–2 years' previous office-based administrative experience
Is exceptionally organised and takes pride in producing accurate work
Has excellent attention to detail
Is comfortable preparing and working with detailed legal or professional documentation
Can manage multiple client matters and prioritise their own workload
Takes ownership of tasks and follows them through to completion
Has strong written and verbal communication skills
Is confident communicating with clients and professional third parties
Is comfortable using CRM systems and learning new software
Can follow structured processes while also using their own initiative
Knows when to ask questions and when something needs to be escalated
Is adaptable and willing to get involved across different areas of the business

Previous experience drafting Wills, LPAs or Trusts would be an advantage, but is not essential. Training will be provided for the right person.

We're particularly interested in people who have already developed strong administrative skills within a professional environment and now want to develop specialist knowledge and build a long-term career within estate planning.

Pay: £25,000.00-£26,000.00 per year

Application question(s):

Please confirm that you understand and are happy that this is a full-time, office-based position.

Experience:

Administrative: 1 year (required)

Location:

York, North Yorkshire (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial planning administrator jobs in garforth, wyk

Estate Planning administrator

Financial Planning Administrator

Bookkeeper/Administration

Client Account Administrator

Administrator

Programme Coordinator

Care Home Business Administrator

Buying Administrator

Client Administrator

Sales and Operations Administrator

Bid Co-Ordinator Apprentice

Financial Administrator

Corporate Risk & Healthcare Administrator

eBilling Supervisor

Client Services Coordinator

Salesforce Developer

Senior Director, Global Project Controls

Financial Adviser (Perspective Mackrill)

I want to receive the latest job alerts for financial planning administrator in garforth, wyk

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