Estate Planning and Financial Services Administrator, 9-5pm (8-4pm on Fridays)

About Us

We are an award\-winning estate planning company, centrally located in Stafford and specialising in will writing, legal services, insurance and mortgages. We pride ourselves on delivering a high standard of service to our clients while maintaining a supportive, professional, and collaborative team environment.

The Opportunity

We are looking for a motivated and detail\-oriented Estate Planning \& Financial Services Administrator to join our growing administration team on a permanent, full\-time basis.

This is an excellent opportunity for someone with at least one year’s experience in a similar role who is looking to develop their career within a fast\-paced and rewarding environment.

You will play a key role in supporting our client journey, working across communications, documentation and case administration, while ensuring accuracy and compliance at all times.

We are seeking someone who is:

• Confident, reliable and quick to learn


• Comfortable working in a busy, client\-focused environment


• Professional in both written and verbal communication


• Highly organised with excellent attention to detail

Experience within financial services is highly desirable, along with an understanding of compliance, particularly FCA regulations. Confidence in interpreting protection recommendations (such as life and critical illness insurance) would be a strong advantage.

Full training will be provided on our internal systems and procedures.

Previous applicants need not apply.

Main Responsibilities

• Handling a high volume of inbound client calls in a professional and efficient manner


• Managing a busy general enquiries inbox as part of a shared team responsibility


• Drafting, amending and preparing legal documents


• Printing, organising and preparing documentation for client dispatch


• Accurate data entry in line with strict compliance standards


• Supporting the wider administration team to ensure smooth day\-to\-day operations

What We’re Looking For

• Excellent communication and interpersonal skills


• Strong customer service mindset


• High level of accuracy and attention to detail


• Proficiency in Microsoft Office applications


• Ability to manage multiple tasks and prioritise effectively


• Strong team player with the ability to work independently when required


• Comfortable working in a fast\-paced environment

Working Hours

• Monday to Thursday: 9am – 5pm


• Friday: 8am – 4pm

What We Offer

• Free on\-site parking


• Regular team\-building events


• Access to AXA Employee Health Benefits Programme (upon successful completion of probation)


• Free eye tests


• Bike to Work Scheme


• Full training and ongoing support


• Opportunities to develop within a growing business

Job Types: Full\-time, Permanent

Pay: From £25,000\.00 per year

Benefits:

• Company events


• Free parking


• On\-site parking

Ability to commute/relocate:

• Stafford ST17 4AG: reliably commute or plan to relocate before starting work (required)

Experience:

• Administration: 1 year (required)


• Customer support: 1 year (preferred)

Work Location: In person

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