Legal Administrator

5 months ago


Southampton, United Kingdom Redwood Financial Family Wealth & Estate Planners Ltd Full time

**Salary: £23,000 - £27,000 pro rata per annum depending on experience & qualifications**

**Options for a full time or part time role.**

Our dedicated team are an integral asset to our family owned business, and as a member of the Estate Planning team, you'll play an important role in delivering an outstanding service to our valued clients. You will work as part of a team alongside the Case Managers and existing Estate Planning administrators.

Your main priority and focus, will be to deliver exceptional Client experience and service; going above and beyond to wow our Clients and ensure they leave being raving fans.

We are looking for a new team member who has a great passion and enthusiasm for helping people and for working well within a close team, as well as a passion for Estate Planning services and ambition for expanding their own knowledge and skills.

**Required Skills**:

- Experience in a Legal admin role would be advantageous.
- As a minimum, experience within any administration role.

It is essential that any new team member is aligned with our Core Values: Trust, Pride & Passion.

**Main Responsibilities**
- Maintain excellent Client experience and relations
- Working alongside the Case ManageEd to help new and existing clients
- Chasing providers
- Communications & updates with Clients
- Maintaining Client records
- Packaging up documents for signing
- Preparing meeting packs
- Preparing recommendation reports from given advice
- Assisting in meetings with the Case Managers as appropriate
- Assisting with Estate Planning projects and new processes
- Preparing basic legal documents in further progression

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

**Salary**: £23,000.00-£27,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- On-site parking
- Profit sharing

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Southampton, SO32 3PW: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 1 year (preferred)

Work Location: In person

Reference ID: FPANov22


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