Estate Planning Administrator – Part Time

Our client, based in Quedgeley, who are a leading independent financial services company are currently recruiting for an Estate Planningadministrator to join their expanding team on a part time permanent basis.This is an excellent opportunity to join a trusted and experienced business, with many long-standing staff who are dedicated to providing the very best customer service to their clients.
Duties/Responsibilities; -Processing estate planning documentation with various parties -Administering cases from initial contact to completion using online systems -Creating documents, updating and maintaining systems and collation of data -Answering telephone and email queries from clients -Managing diaries of advisers -Provide guidance and updates to all parties -Building strong working relationships with clients and advisers -Responsible for maintaining the database ensuring the information is correct -Provide monthly progress reports to the advisers, as required -Ensure that required documentation is received and processed in a timely manner -Ensure that all documentation is maintained in a secure and confidential manner Attributes; -A positive 'can do' attitude -Empathetic skills -Organised and able to meet deadlines -Reliable and trustworthy -Excellent written and verbal communication skills -Excellent IT skills, including Microsoft Office & Teams Salary- Up to £25,000 (pro rata) depending in experience + 25 days holiday (pro rata) + free parking + flexible hours + pension + income protection + life cover + health cash plan Hours- 21 hours per week