Assistant Probate Manager

ZEDRA Group; Manchester; On-site; GBP 32,000 - 46,000; Full time

Job summary

A leading probate service provider in the United Kingdom is seeking an Assistant Probate Manager. The role involves full responsibility of probate case administration, requiring strong communication with vulnerable beneficiaries. Candidates should have a clear understanding of inheritance tax and excellent time management skills. Proficiency in MS Office is essential, and some will writing experience is desirable. Support will be provided by a dedicated team, and this role may require attending meetings with clients.

Qualifications

• Experience in will writing is desirable.
• Solid understanding of inheritance tax and related reliefs is necessary.
• Ability to work largely independently with some supervision.

Responsibilities

• Manage end to end administration of probate cases.
• Communicate with beneficiaries and Legal Personal Representatives effectively.
• Ensure accurate record keeping and prepare estate accounts.
• There may be supervision of less experienced team members.
• Identify and implement process improvements for efficiency.
• Accurate record keeping and preparation of estate accounts.

Skills

Client relationship skills

Time management

Planning and organisational skills

Proficiency in MS Office

Independence

Process improvement

Education

STEP qualified or working towards qualification

Tools

MS Office

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

• 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.

For more information or to request a copy of the job description, please email [e-mail]

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