Location: Norwich
Hours: Full-time 37.5 hrs per week, Monday to Friday
Salary: £24,800 per annum with a performance-based pay review after 6 months
A higher salary can be negotiated if you have had previous relevant experience working in Will Writing and Estate Planning
About us
Foresight Estate Planning & Will Writing is a growing estate planning company based in Norwich but with clients all across the country, we have been in the industry for over 20 years and our part of a larger group of financial planners, mortgage advisors, accountants and solicitors. We are a professional, fast-paced and supportive company and our goal is to provide the best advice and professional service to our clients, they are at the centre of our focus.
Our work environment includes:
· Modern office setting
· Growth opportunities
· On-the-job training
· Friendly team
· Regular social events
Role Overview
We are seeking a reliable and organised Administrative Assistant to support the day-to-day operations of our estate planning company. This role is ideal for someone who is detail-oriented, comfortable handling paperwork, and happy to support the wider team with general administrative tasks.
Key Responsibilities
- Printing, assembling, and preparing estate planning document packs for clients
- Managing incoming paperwork, including logging, sorting, scanning, and filing documents accurately
- Processing client documentation in line with company procedures
- Maintaining organised physical and digital filing systems
- Assisting with outgoing post and courier arrangements
- Answering general administrative queries and providing basic office support
- Supporting colleagues with ad-hoc administrative duties as required
Skills & Experience
- Previous experience in an administrative or office support role is desirable but not essential
- Strong attention to detail and ability to handle confidential information
- Good organisational and time-management skills
- Comfortable working with printers, scanners, and basic office systems
- Good IT skills (e.g. email, document management, Microsoft Office or similar)
- A positive, flexible attitude and willingness to help where needed
Personal Attributes
- Reliable and conscientious
- Methodical and well-organised
- Ability to multi-task in a fast paced environment
- Able to work independently and as part of a small team
What We Offer
- A supportive working environment within a professional estate planning business
- Training provided for company systems and processes
- Opportunity to develop administrative skills within the legal/estate planning sector
Benefits:
- One Volunteering Day
- Company Pension Scheme
- Cycle to Work Scheme
- Group Income Protection Scheme
- Employee Assistance Programme
- Referral Scheme
- Company Sick Scheme
- Loyalty Holiday Scheme
- Free Car Parking Onsite
- Payroll Giving Scheme
- Life Insurance x4
- Access to a Financial Adviser
- Discount at our Sister Companies
Work Location: In person
Pay: £24,800.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- On-site parking
- Referral programme
Work Location: In person
