Financial planning Work, Jobs in York, Eng (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
13d
Resource Planning Analyst
Hiscox —York
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
2d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Skills Programme Lead
North Yorkshire Council —York
- £48,227 - £52,414 a year
- Full-time
- Leadership
- Communication skills
14d
Student Recruitment Officer (Events)
University of York —University of York
- £32,080 - £36,636 a year
- Full-time
- University
- Organisational skills
- Communication skills
4h
Financial Planning & Reporting Analyst
Redmayne Bentley —Leeds
- £58,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Communication skills
- Analytics
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
Director of Transactional Finance
Talon Outdoor —York
- £150,000 - £165,000 a year
- Bachelor's degree
- Organisational skills
- Leadership
Events & Hospitality Sales Executive
Legends Global (Europe) —York
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
- Annual leave
- Employee assistance programme
6d
Finance Manager
Talon Outdoor —York
- £125,000 - £150,000 a year
- Microsoft Powerpoint
- Organisational skills
- Communication skills
School Administrator
Branches Education Group Limited —Leeds
- £30,397.26 - £32,698.85 a year
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Human resources
- Free parking
- Employee discount
Quick apply
Project Lead
Scarlettabbott —York
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Mentoring
- Time management
Quick apply
6d
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
14h
Document Production Specialist - Shift 12pm - 8pm
Eversheds Sutherland —Leeds
- Monday to Friday
- Remote
- Word processing
- Typing
Financial Planning & Analysis Manager
Yorkshire Housing —Leeds
- £73,007.12 a year
- Analysis skills
- Travel
- Communication skills
- Annual leave
- Work from home
12d
Assistant Management Accountant
Grotech Production Ltd —Goole
- £27,300 - £50,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Continuous improvement
Quick apply
4d
Progression Coach
Reed In Partnership —York
- £29,000 - £30,000 a year
- Full-time
- Spanish
- Experience working with individuals with disabilities
- Customer service
- Annual leave
- Flexible schedule
Head of Executive Office
StepChange —Leeds
- £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Leadership
Quick apply
Head of Strategy and Alignment- Engineering
Northern Trains —York
- £91,000 a year
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
- Employee discount
5d
Bench General Manager
Five Guys UK —York
- Up to £40,970 a year
- Sales
- Customer service
- Training & development
- Annual leave
- Employee assistance programme
11d

I want to receive the latest job alerts for financial planning in york, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Estate Planning Assistant

iTrust121
York

Quick apply

Job details

Permanent | Full-time
£25,000 - £26,000 a year
13 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

financial planning jobs in york, eng

Estate Planning Assistant

Resource Planning Analyst

Financial Planning Administrator

Skills Programme Lead

Student Recruitment Officer (Events)

Financial Planning & Reporting Analyst

Regional Underwriting Team Leader

Director of Transactional Finance

Events & Hospitality Sales Executive

Finance Manager

School Administrator

Project Lead

Buying Administrator

Document Production Specialist - Shift 12pm - 8pm

Financial Planning & Analysis Manager

Assistant Management Accountant

Progression Coach

Head of Executive Office

Head of Strategy and Alignment- Engineering

Bench General Manager

I want to receive the latest job alerts for financial planning in york, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected