Wills & Probate Administrator

2 months ago


WaltononThames, United Kingdom Bigmore Wills and Probate Limited Full time

**Who are Bigmore Wills and Probate Services**

Bigmore Wills and Probate Services, part of Bigmore Associates, a long-standing and well-established company based in Walton-on-Thames, that offers a wide range of financial services to businesses and individuals.

A fantastic opportunity has arisen for a hardworking, customer focused individual to join our Company as a Wills and Probate Administrator within our Wills and Probate team.

**The Role and The Responsibilities**:

- Provide full administration support and marketing needs within Bigmore Wills and Probate
- Follow up and arrange meetings with existing and potential new clients from marketing projects
- Ensuring all paperwork is fully prepared to be taken to meetings
- Maintain a user friendly filing and document control system for all Bigmore Wills and Probate team to use
- Carrying out research required to ensure full support towards the advice being given for probate, will writing & LPA’s
- Accurately update systems, databases and records
- Produce spreadsheets to ensure smooth running of all aspects of Bigmore Wills and Probate work
- Maintaining continual dialogue with Luke Davies to ensure best running of Bigmore Wills and Probate
- Communicating effectively and efficiently with clients and providers over the telephone and in writing.

**Requirements**:

- Excellent written & verbal communication skills.
- Ability to manage diary and workload and effectively prioritise my work.
- Ability to take ownership of projects and report upon their progress.
- Highly motivated and organized.
- Ability to multitask
- Be comfortable working as part of a team or on own.
- Excellent Microsoft Office Skills.

**Working environment & Culture**

This is a part-time 15 - 20 hours per week (possibly leading to full time) position, working in our office in Walton-on-Thames (the structure weekly hours can be negotiated).

We are dedicated to creating an environment where employees thrive. This is a great opportunity to join our established company. Our approach to clients is embodied in our Core Values and the people that we employ.

We offer a friendly working environment with
- Starting salary of £12 per hour plus bonus structure
- 25 days holiday per annum (pro rata)
- Excellent benefit package including Life Assurance, Income Protection Insurance, Employee Assistance Program and Private Medical Insurance
- Generous contributory pension scheme
- Full training on Wills and Probate services to be given
- Excellent career development opportunities

We fully support ongoing study and longer term career progression and there are significant opportunities to grow with the business.

**Job Types**: Part-time, Permanent

Pay: From £12.00 per hour

Expected hours: 15 - 20 per week

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: BWP - 001



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