# Part time Estate Planning Administrator/PA (WFH) at BM…

> Source: https://confidential.careers/job-detail/part-time-estate-planning-administrator-pa-wfh-bm-estate-planning-limited-cambridgeshire

# Part time Estate Planning Administrator/PA (WFH)

BM Estate Planning Limited 

** Cambridgeshire, United Kingdom ** Full Time ** Operations Jobs ** United Kingdom ** Posted 5d ago

[Apply Now](https://confidential.careers/go/14701626) ** Save 

## Job Description

**Estate Planning Administrator/PA**

This exciting role requires someone with previous PA/administration experience. Ideally that experience would have been in financial or legal services.

Working from home three days a week (and supplied with a laptop, printer and other necessary stationery) you will report to and support the Head of Estate Planning (HoEP) in a number of areas:

- Loading new information onto our system

- Printing; collating; binding and sending legal documentation out to clients

- Using Royal Mail postal services

- Scanning and saving documentation

- Proactively communicating with existing clients regarding regular reviews

- Making payments as instructed by the HoEP

- Other tasks assigned by the HoEP to support and grow the business

- Occasionally assisting with the organising of events

- Meeting with the HoEP face to face and over the phone on a regular basis, locally

- Fluent in Outlook, Excel, Word with exceptional literacy, presentation and attention-to-detail skills

- Very occasionally required to attend our head office in Central London or organised events

- A flexible, can-do attitude

Posted August 18, 2026