Job Role: Wills & Trusts Administrator

Location: West Yorkshire Industry:

Legal Department 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 and Private Client 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 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 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 administration

About You

The ideal candidate will have:

· Previous administration experience within legal, professional services or financial services

· Excellent organisational skills and attention to detail

· Strong communication and client service skills

· The ability to prioritise workloads and work to deadlines

· Confidence using Microsoft Office and case management or CRM systems

· A professional and approachable manner

What’s on Offer

· Competitive salary of up to £35,000

· Supportive and collaborative working environment

· Opportunities for long-term career development

· Modern office environment

· Full training and ongoing support

· Competitive benefits and holiday package

To apply, please send across your CV

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning/Legal firm in West Yorkshire on a Wills & Trusts Administrator role.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach – career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.