Assistant Probate Manager: End-to-End Estate Administration

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.

Skills

Client relationship skills

Time management

Planning and organisational skills

Proficiency in MS Office

Education

STEP qualified or working towards qualification

Job description

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.