At a Glance
- Tasks: Support the Private Client team with administrative duties and client correspondence.
- Company: Respected Financial Planning firm in West Yorkshire.
- Benefits: Opportunity for career growth in a supportive, client-focused environment.
- Other info: Perfect for organised individuals who thrive in a busy, collaborative setting.
- Why this job: Join a dynamic team and make a difference in clients' lives through legal support.
- Qualifications: Experience in Legal Administration is preferred, but all levels are welcome to apply.
The predicted salary is between 25000 - 35000 £ per year.
Location: West Yorkshire
Industry: Legal
Reference Number: 10366
Recruit UK is working with a respected Financial Planning firm in West Yorkshire that is looking to appoint a Wills Trusts Administrator to join its legal department. This is a fantastic opportunity for an organised Wills Trusts 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.
You 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 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
