Assistant Probate Manager

ZEDRA; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading estate administration firm in the UK seeks an Assistant Probate Manager to handle the administration of probate cases, including complex estates. The ideal candidate will have over 6 years of experience, excellent communication skills, and a solid understanding of inheritance tax. Responsibilities include managing client relationships, supervising junior staff, and ensuring accurate record keeping. An ideal candidate would either be STEP qualified or actively working towards this qualification.

Qualifications

• Over 6 years of estate administration experience.
• Some will writing experience is desirable.
• Strong understanding of inheritance tax including reliefs and exemptions.
• Ability to work independently with minimal supervision.
• Excellent planning and organizational skills.

Responsibilities

• Manage end-to-end administration of probate cases.
• Build strong relationships with vulnerable beneficiaries and clients.
• Supervise less experienced team members.
• Maintain accurate records and prepare estate accounts.

Skills

Estate administration experience

Client relationship skills

Communication skills

Time management skills

Team player

Education

STEP qualified or working towards qualification

Tools

MS Office Suite

Job description

As Assistant Probate Manager, you will take full responsibility for the end to end administration of a book of probate cases, providing a first‑class service to beneficiaries and Legal Personal Representatives (LPRs). Support with some administration tasks is provided by a dedicated support team.

You may also be required, on occasion, to attend face to face meetings with beneficiaries / LPRs. This will involve explaining our service including fees and collecting and collating the financial paperwork of the deceased.

Key Accountabilities

• Full responsibility for the end to end administration of a book of probate cases varying in complexity. This will include some complex cases e.g. they are taxable, estates including agricultural, business and overseas assets and estates where we are on notice of a claim.
• Needs to be able to act largely independently and be proactive in driving matters forward, through effective prioritisation of workload, to ensure the timely and efficient delivery of quality service.
• Strong client relationship / communication skills as regular, quality communications with vulnerable beneficiaries / clients is a key part of the role.
• There may be some supervision of less experienced team members.
• Needs to be a team player with ability to actively identify and implement business initiatives for process improvement.
• Accurate record keeping (including time recording) and preparation of estate accounts using the preferred estate administration package.

Knowledge and Experience

• Over 6 years estate administration experience.
• Some will writing experience is desirable.
• A solid understanding of inheritance tax including the availability of all reliefs and exemptions and experience with grossing up.
• Self-driven with the ability to work largely independently but with supervision.
• Ability to work as part of a team.
• Planning and organisational skills are key to this role together with effective time management skills.
• Proficient with MS Office suite
• Ideally, STEP qualified or working towards the qualification.