Financial planning Work, Jobs in Nether Poppleton, Nyk (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
Events & Hospitality Sales Executive
Legends Global (Europe) —York
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
- Annual leave
- Employee assistance programme
9d
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
4d
Executive & Personal Assistant
WAGM Holdings Ltd —York
- £30,000 a year
- Full-time
- Research
- Microsoft Office
- Administrative experience
Quick apply
14h
Group CEO
Tempus Group Villages uk —York
- £45,000 - £175,000 a year
- Part-time
- Hybrid work
- Supervising experience
- Bachelor's degree
- Continuous improvement
- Free parking
Quick apply
2d
Senior Merchandiser / Commercial Manager
SportsPro —Thirsk
- £40,000 - £90,000 a year
- Full-time
- Merchandising
- Analysis skills
- In-person
Quick apply
10d
Student Recruitment Officer (Events)
University of York —University of York
- £32,080 - £36,636 a year
- Full-time
- University
- Organisational skills
- Communication skills
3d
Regional Underwriting Team Leader
NFU Mutual —York
- £44,782 - £50,000 a year
- Full-time
- Hybrid work
- Customer service
- Travel
- Recruiting
- Annual leave
- Employee discount
Skills Programme Lead
North Yorkshire Council —York
- £48,227 - £52,414 a year
- Full-time
- Leadership
- Communication skills
Project Lead
Scarlettabbott —York
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Mentoring
- Time management
Quick apply
9d
Head of Executive Office
StepChange —Leeds
- £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Leadership
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
Service Delivery Manager
Elovate —York
- Up to £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Business development
- Free parking
- Employee discount
Quick apply
3d
Marketing Assistant- FTC 24 Months
TotalEnergies —Ferrybridge
- Microsoft Word
- Marketing
- Social media management
Deputy Store Manager
Starbucks —York
- £27,500 - £29,500 a year
- Weekend availability
- Hospitality
- Team management
- Recruiting
- Store discount
- Employee assistance programme
Quick apply
Finance Assistant (Business Partnering)
Yorkshire Housing —Leeds
- £34,532.00 - £34,532.23 a year
- Data analysis skills
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
7d
Marketing Executive
TIEVA —Leeds
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Life insurance
Quick apply
Bench General Manager
Five Guys UK —York
- Up to £40,970 a year
- Sales
- Customer service
- Training & development
- Annual leave
- Employee assistance programme
14d
Category Manager
Bestway Group —York
- Full-time
- Conflict management
- Negotiation
- Annual leave
Quick apply
Head of Strategy and Alignment- Engineering
Northern Trains —York
- Up to £91,000 a year
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
- Employee discount
8d

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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 jobs in nether poppleton, nyk

Estate Planning administrator

Events & Hospitality Sales Executive

Buying Administrator

Executive & Personal Assistant

Group CEO

Senior Merchandiser / Commercial Manager

Student Recruitment Officer (Events)

Regional Underwriting Team Leader

Skills Programme Lead

Project Lead

Head of Executive Office

Financial Planning Administrator

Service Delivery Manager

Marketing Assistant- FTC 24 Months

Deputy Store Manager

Finance Assistant (Business Partnering)

Marketing Executive

Bench General Manager

Category Manager

Head of Strategy and Alignment- Engineering

I want to receive the latest job alerts for financial planning in nether poppleton, nyk

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