Technical support specialist Work, Jobs in Wetherby, Wyk (with Salaries)

Estate Planning Assistant
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
11d
IT Support Engineer - North Region (6 month FTC Based York area)
Splendid Hospitality Group —York
- £35,000 - £38,500 a year
- Hybrid work
- Hospitality
- Computer Science
- Hotel
- Employee assistance programme
- Employee discount
UAS Instructor: Commercial Drone Training
COPTRZ —Leeds
- Up to £42,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Training & development
- Employee discount
- Referral programme
Quick apply
12d
Quality & Compliance Specialist
Monster Group —York
- Full-time
- Continuous improvement
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Network Operations Engineer
TIEVA —Leeds
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Free parking
- Employee assistance programme
Quick apply
Digital Marketing Specialist (Shopify & SEO Focus)
Monster Group —York
- From £28,000 a year
- Full-time
- In-person
- Analytics
- Free parking
- Health & wellbeing programme
Quick apply
Account Manager (Cyber)
ARO —Leeds
- £36,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Analysis skills
- Employee assistance programme
Quick apply
Specification Assistant
Harrison Bathrooms Limited —Leeds
- £26,500 a year
- Full-time
- Microsoft Word
- Continuous improvement
- Organisational skills
Quick apply
3d
Industrial Systems Implementation Specialist
Ohsaki System UK Technologies Ltd. —Leeds
- £59,000 a year
- Full-time
- Analysis skills
- In-person
- Health & wellbeing programme
- Flexitime
Quick apply
9d
Graduate Engineer - Remediation
Rhodar Ltd —Leeds
- £28,000 - £32,000 a year
- Full-time
- Computer literacy
- Computer skills
- Free parking
- Health & wellbeing programme
Quick apply
4d
Subcontract Coordinator
Hartwell Manufacturing Ltd —Ossett
- £30,000 - £40,000 a year
- Full-time
- Project management
- Organisational skills
- Construction experience
- Free parking
Quick apply
11d
Test Lead
Bettys & Taylors Group —Harrogate
- £46,000 - £51,100 a year
- Full-time
- Mentoring
- Communication skills
- SDLC
- Annual leave
- Employee assistance programme
6d
Technical Services Manager
Equans —Wakefield
- Full-time
- Management
- Engineering
- Annual leave
- Employee assistance programme
Downtime Management Claim Handler
FMG —Huddersfield
- £24,854 a year
- Monday to Friday
- Hybrid work
- In-person
- Free parking
- Annual leave
Quick apply
IT Systems and Integrations Engineer
Space Dental —Wakefield
- £30,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
2d
Steam Turbine Technical Field Authority
Sulzer —Leeds
- Full-time
- Remote
- Continuous improvement
- Travel
- Annual leave
- Employee assistance programme
Retrofit Assessor
YorEnergy —York
- £35,000 - £40,000 a year
- Weekend availability
- Hybrid work
- CRM software
- Travel
- In-person
- Work from home
Quick apply
9d
Service Desk Analyst
Redcentric plc —Harrogate
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Data entry
5d
Microsoft 365 Engineer
OneAdvanced —York
- Continuous improvement
- SharePoint
- Communication skills
- Employee assistance programme
- Bereavement leave
Technical Services & Field Solutions Specialist
SM Ford Technical Services —Leeds
- £40,000 - £55,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Maintenance
- Free parking
- Flexitime
Quick apply
2d

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Estate Planning Assistant

iTrust121
York

Quick apply

Job details

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

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

technical support specialist jobs in wetherby, wyk

Estate Planning Assistant

IT Support Engineer - North Region (6 month FTC Based York area)

UAS Instructor: Commercial Drone Training

Quality & Compliance Specialist

Network Operations Engineer

Digital Marketing Specialist (Shopify & SEO Focus)

Account Manager (Cyber)

Specification Assistant

Industrial Systems Implementation Specialist

Graduate Engineer - Remediation

Subcontract Coordinator

Test Lead

Technical Services Manager

Downtime Management Claim Handler

IT Systems and Integrations Engineer

Steam Turbine Technical Field Authority

Retrofit Assessor

Service Desk Analyst

Microsoft 365 Engineer

Technical Services & Field Solutions Specialist

I want to receive the latest job alerts for technical support specialist in wetherby, wyk

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