Will & Estate Administrator

3 days ago

Solihull, United Kingdom The Right Mortgage and Protection Network Full time

**About The Right Will & Estate Planning**

The Right Will & Estate Planning was founded in 2011 and in this time, we have helped thousands of people write their Will, set up Estate Planning and create Lasting Powers of Attorney.

We are passionate about helping our clients and not only do we provide Wills & Estate Planning to direct clients, we also work with a number of financial services advisers who are regulated by the Financial Conduct Authority.

**Benefits of a Will & Estate Administrator**

Here at The Right Will, we believe a happy work force is a productive work force. Our company benefits include, a staff appreciation week, an annual company day out, a pension scheme and many more

**Requirements of a Will & Estate Administrator**
- 2 years’ Administration experience is required for this role
- Previous industry experience is preferable, but not essential
- Previous sales experience is preferable, but not essential
- Strong attention to detail with accuracy
- The ability to analyse information with a view to making informed decisions
- Excellent verbal and written communication skills
- Ability to work under pressure, prioritise and work to tight deadlines
- Good team player, but with the ability to work under own initiative
- Competent on Microsoft office suite i.e., excel, word etc.

**Responsibilities of a Will & Estate Administrator**
- To book appointments with clients and take Will & LPA Instructions
- To input Wills, Trusts and LPA instructions on to our software
- To print and prepare all final documents for clients/advisers
- To set up all new advisers on internal systems
- Deal with the daily incoming and outgoing post
- To maintain excellent service standards
- To provide administrative support to team and Line Manager

**Salary of a Will & Estate Administrator**
- £19,000 - £25,000 per annum dependant on experience
- **To receive the higher end of the salary banding you must have done a similar role in a Financial Services Network previously**

**Working pattern of a Will & Estate Administrator**
- Monday - Thursday 9am to 5pm
- Friday, 9am - 4pm.

**Location of a Will & Estate Administrator**

**Salary**: £19,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Referral programme

Schedule:

- Monday to Friday
- No weekends

Application question(s):

- What are your salary expectations?
- Are you happy to be based full time in our office based in Knowle, Solihull?

**Experience**:

- Administrator: 2 years (preferred)

Work Location: In person

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