Estate Planning Administrator/PA
BM Estate Planning Limited
- Salary
- £20,000–£22,500 per year (est.)
- Hours
- Part-time, 3 days/week
- Location policy
- Fully remote (UK)
- Date added
- 20 Aug 2026
A part-time, fully home-based PA role supporting a Head of Estate Planning, ideal if you've worked in financial or legal services before.
This is a part-time, fully home-based role supporting the Head of Estate Planning at a small financial services firm. You'll be given a laptop, printer and everything else you need to work from home three days a week, handling the paperwork side of estate planning cases.
What you'll be doing
- Loading new client information onto the firm's system
- Printing, collating and binding legal documentation
- Sending completed paperwork out to clients
- Supporting the Head of Estate Planning across a range of admin tasks
- Keeping client records accurate and up to date
What they're asking for
- Previous PA or administration experience
- Financial or legal services background preferred
- Comfortable working independently from home
- Strong attention to detail with paperwork
- Reliable and organised
This is part-time, three days a week, fully remote with equipment supplied. Pay is estimated at £20,000 to £22,500 a year based on the listing, so check the exact rate for the part-time hours when you apply.
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