Operations - Head of Estate Planning - Camberley, United Kingdom - PJA Recruitment

PJA Recruitment
PJA Recruitment
Verified Company
Camberley, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A fantastic opportunity has arisen for a Head of Estate Planning to become an integral part of a rapidly expanding company.


Key responsibilities:

  • Develop fluency in current operating tasks and processes;
  • Ensure the accuracy of all advice and the subsequent legal documentation produced;
  • Delver ongoing training and development of staff members;
  • Structure processes efficiently, enabling exceptional endtoend customer experience;
  • Supervise staff and provide technical support;
  • Handle complex client queries and issues;
  • Report and advise on resource and product development to ensure our capacity is never limiting our growth;
  • Constantly measure, report on and improve metrics such as SLAs, hours per case and efficiency;
  • Be a key strategic contributor to scaling the business;

You will have excellent:

  • Computer skills and proficiency in Excel, Word and CRM systems;
  • Communication skills;
  • Interpersonal skills;
  • Leadership attributes;
  • Attention to detail.

You are:

  • Open to direction and new working styles;
  • At ease with operating in a fastpaced, moving environment;
  • Able to delegate responsibilities effectively;
  • Confident in using your own initiative;
  • Able to develop and maintain rapport with a wide variety of clients, both over the phone and in written communication.

Education experience and qualifications:

  • Up to degree level
  • Experience working within the Estate Planning sector is a must.

Schedule:
Monday to Friday.

  • Please submit a short covering letter along with your CV

Salary:
£35,000.00-£55,000.00 per year


Schedule:

  • Monday to Friday

Experience:


  • Estate planning: 1 year (required)

Work Location:
In person

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