Estate Planning Administrator
Job Role: Estate Planning AdministratorLocation: West Yorkshire Industry: Legal Department Reference Number: 10366Advertised by Recruit UKRecruit UK is working with a respected Financial Planning firm in West Yorkshire that is looking to appoint an Estate Planning Administrator to join its legal department.This is a fantastic opportunity for an organised Estate Planning Administrator who enjoys working in a client focused environment and supporting a busy team with a broad range of administrative and client servicing duties.This role is suitable for both Junior and experienced candidates, provided that you are currently working within a Legal Administration support role.The RoleYou will provide administrative support to the Private Client team, helping to ensure work is managed efficiently while delivering a high standard of service to clients.Responsibilities will include: Writing Wills and Trust letters Dealing with Probate procedures Writing LPA letters (Lasting Power of Attorney) Office Public Guardian registrations and competencies Preparing client documentation and correspondence Opening and maintaining accurate client files Liaising with clients and third parties professionally and efficiently Handling incoming calls, emails and general enquiries Ensuring all records are maintained in line with compliance and data protection requirements Assisting with document preparation, scanning, filing and general office administrationAbout YouThe ideal candidate will have: Previo
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