Estate Planning Administrator

5 months ago

Berkhamsted, United Kingdom Recruitment Rebellion Full time

Estate Planning or Legal Administrator required to work for a specialist will writing business in Hertfordshire. Great opportunity to join a very well-respected local firm.

Are you the experienced legal administrator with a keen eye for detail and a passion for client service that we are looking for?

Are you confident and articulate and can you happily support a range of different clients through the often complex and sensitive process of planning for the future?

This is an excellent opportunity to join a respected local business that is supported by two firms that have heritage, a solid reputation and are known for their knowledge and expertise.

Ideally, we are looking for some form of legal background for this role and we will provide training so if you think your previous experience would be suitable for this vacancy, please get in touch. This role could take your career in an exciting new direction, or it could allow you to build on what you have learnt to date. If you live locally, have the experience to bring to us that will be useful and are looking for a new challenge, please apply, we'd love to hear from you.

**The role**

The role is responsible for providing full support to the Estate Planning Consultant as well as delivering excellent service to our clients. Duties will include typing/document processing large and small legal documents, diary management, handling client telephone calls and enquiries, task management and general administration support. Ideally, we are looking for someone with some legal administration experience and any knowledge of will writing would be great to have but it's not essential and we will provide full training.

**Essential Skills**
- Preferably experienced gained as a legal secretary or administrator.
- Good level of computer literacy.
- Strong level of attention to detail.
- Motivated and proactive.
- Excellent spelling and grammar skills.
- Previous experience of providing support in a busy environment.
- Articulate, personable and enjoy working in an individual role as well as being part of a team.

**Additional Information**

Hours Monday to Thursday 9am-5.30pm and 8.30am-5pm, 25 days holiday per annum plus bank holidays. 2 days per week home working once training is complete.

**About Us**

Quadrant Estate Planning was established to offer a reassuring and professional estate planning service to those who haven't yet planned for the future or want to review previous plans.

Founded by the directors of two long-standing financial advisory firms, BP Sanders and Co and Pocock Rutherford and Co, Quadrant Estate Planning combines their heritage and background with dedicated and tailored estate planning services.

Our expert Estate Planning Consultants are qualified and experienced, and all work is indemnified, providing peace of mind.

Our client base ranges from individuals looking to protect their estate as part of a broader wealth management service and newlyweds building a life together, to retired couples looking to ensure their family members are provided for in the future.

Quadrant Estate Planning works with Countrywide Tax and Trust Corporation Limited an established leader in the field of Legal Services, Probates, Professional Executor and Trustee Services.

**Further information**

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Check that you meet the criteria for the role.

Tailor your CV to highlight your experience and relevant achievements to the position.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: In person

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