Estate Planning Administrator

2 weeks ago


Glasgow, United Kingdom Verity Estate Planning Ltd Full time

**About us**

We are professional, innovative and customer-centric and our goal is to provide a professional Estate Planning Service to professional introducers such as financial advisors and direct to the general public. We try to make this potentially complex area as understandable as possible to our stakeholders.

Our work environment includes:

- Modern office setting
- Growth opportunities
- Friendly, professional staff
- Encouragement and support to improve skills and learning

**Responsibilities**:

- Produce final estate planning documentation and send to clients
- Communicate with clients to ensure documentation is in line with their requirements
- Handle queries from introducers regarding estate planning
- Diarise follow ups to clients
- Deal with client enquiries
- Liaise with solicitors to produce client documentation timeously
- Submit Powers of Attorney using the OPG on-line system

**Salary**: £18,000.00-£21,000.00 per year

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Glasgow: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (required)

**Experience**:

- Estate Planning: 2 years (preferred)

Work Location: In person



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