Senior Estate Administration Specialist

1 day ago


Blunsdon St Andrew, United Kingdom Yolk Recruitment Full time
Key Responsibilities
  • Managing a diverse caseload, including Wills, Trusts, LPAs, Estate Administration, and Court of Protection matters.
  • Providing expert advice and guidance to clients, building and maintaining strong relationships.
  • Working effectively as part of a team to deliver seamless services to clients.
  • Assisting in business development through networking with local referrers and professional contacts.
Requirements
  • At least 2 years of experience in Private Client work, with a proven ability to handle complex matters independently.
  • Expertise in managing straightforward and complex cases, offering practical and professional advice.
  • Excellent communication and client relationship skills, with the ability to provide clear and empathetic guidance.
  • STEP membership or Solicitors for the Elderly accreditation (preferred but not essential).
  • Strong self-motivation and the ability to work effectively independently and as part of a team.


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