About us
Foresight Estate Planning & Will Writing is a growing estate planning company based in Norwich with clients all across the country. We have been in the industry for 20 years and are part of a larger group of financial planners, mortgage advisors, accountants, and solicitors. We are a professional, fast-paced, and supportive company, and our goal is to provide the best advice and professional service to our clients, who are at the center of our focus.
Our work environment includes:
* Modern office setting
* Growth opportunities
* On-the-job training
* Friendly team
* Regular social events
We are looking for a suitable individual to become part of our Business Support Team, providing a full range of business administrative duties and support to our advisor team and clients. You will work closely with a growing team to assist with the management of our client’s legal paperwork and queries via phone, mail, or email. This role suits an individual with a high level of attention to detail, organizational and communication skills. We seek someone who is highly motivated and can handle multiple tasks in a fast-paced environment.
The successful individual will assist the business and our clients in the end-to-end process of work being completed for them, dealing with multiple legal documents including Wills, Powers of Attorney, and trusts. Time management and prioritizing are essential skills for this position.
As Foresight is part of a group of companies, the individual must communicate effectively with different departments, whether that’s the advisors, administrators, or external service providers.
Key duties include:
* Client case management
* Preparation of client legal documents for signing
* First point of contact for enquiries from clients and advisors
* Checking and completion of client’s legal documents
* Liaising with clients on the progress of their case
* Understanding the back-office systems
* Contributing to new ideas on how to develop the business further
Requirements:
* Works well within a team
* Excellent attention to detail and accuracy
* Excellent communication skills
* Good literacy and grammar skills
* Keen attitude to learn
* Ability to juggle numerous activities at once
* Potential background or knowledge of the estate planning sector (not essential)
Job Types: Full-time, Permanent
Pay: £22,400.00-£23,500.00 per year
Additional pay:
* Bonus scheme
* Yearly bonus
Benefits:
* Bereavement leave
* Company events
* Company pension
* Employee discount
* Financial planning services
* Free parking
* Life insurance
* On-site parking
* Private medical insurance
* Sick pay
Schedule:
* Monday to Friday
Work Location: In person
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