Job Description

Basis

Full time

Job category/type

Business Support

Date posted

26/06/2025

Job reference

HJ0371



This vacancy is open to direct applications only, no
approaches via recruitment agencies will be accepted at this
time.

Background

Based in Cardiff, our specialist Trusts and
Estates Administration department work on behalf of a number of
large financial institutions, trust corporations and private
clients to offer specialist advice on probate, trusts and
estates, lasting powers of attorney and deeds of variation


The
Role

An opportunity has arisen within the Trusts
and Estates Administration Department for a Client Support
Advisor on a full time, permanent basis.

The role will involve:-
Taking and acknowledging new referrals over the phone Making follow-up calls to clients Taking accurate and detailed telephone messages and information from clients Collating paperwork for Estate packs and sending to customers within Service Level Agreements Case managing their own leads and workflow Logging correspondence and documents on our document management system Preparing deeds of renunciation General administration such as filing and photocopying

Previous experience in a client/customer
services environment would be advantageous.

Competent user of MS Word, Excel and
Outlook is a must. Familiarity with Solcase & SOS is a
distinct advantage, however is not essential for this role as
full training will be given.

Excellent communication and interpersonal
skills are essential for this post. The successful candidate will
also be well-organised, have good time management and be a good
team player.


Life at Hugh
James

Although our workforce has grown to more
than 500, we have retained and nurtured a unique culture which is
based on hard work, exceptional talent, ambition, empathy,
innovation and good humour. It is those qualities that have
helped us grow the business to where we stand today.

Key to our growth strategy to date has been
the recruitment and development of great people. This will remain
the case as we look forward to the years ahead. Life at Hugh
James is vibrant and full of opportunities.



Our culture is friendly and collegiate, but
we maintain the professional atmosphere you would expect from a
modern, leading law firm. All our staff have access to
industry-leading training and mentoring to ensure they reach
their potential.



Some of our benefits on offer include:

25 days holiday plus bank holidays

Two Corporate Social Responsibility
days

Birthday day off

Death in service equivalent to twice annual
salary

Auto enrolment pension scheme

Hybrid working

Employee Assistance Programme

Discounts for local businesses

Professional fees paid (subject to
requirement for your role)

Employee recruitment incentive scheme

Travel season ticket loan (London only)



Hugh James is an equal opportunities and
disability confident committed employer.
We reserve the
right to close our vacancies earlier than the given deadline if
we receive sufficient applications for the role.