We are looking for a well-organised, patient and self-motivated person to join the LR Estate Planning team to carry out the roles and responsibilities of administrating the estates of our deceased clients. This role will have you working closely with our estate planning advisers and clients as well as with certain third parties and UK government departments. Candidates for this position need to have excellent time-keeping skills, work to deadlines and be able to handle more than one case at a time.
Keeping clients and our advisers up to date with current cases
Contacting third parties where necessary
Keeping the case management system up to date
Drafting various documents
File management of different cases that will be assigned to you
Telephoning and contacting third parties including government departments
Instructing experts
Use of case management systems
Drafting various documents
File management
Instructing experts
Liaising with a range of clients and other professionals
Participating in business development initiatives
Good time management
Work well under pressure
Telephone skills
File management
Maths & English to GCSE Grade C/5 or equivalent
Excellent attention to detail and ability to spot errors
Effective communication and interpersonal skills.
LR Connections provides expert independent financial advice, accountancy and estate planning services
