High-Net-Worth Probate Exec | Hybrid & Fully Funded

QED Legal Recruitment Limited

Manchester

Hybrid

GBP 34,000 - 38,000

Full time

5 days ago
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Benefits offered by this job

Salary
Flexible working
Extensive benefits
Fully funded professional assignments?
Fully funded professional qualifiers

Job summary

Probate Executive role at a leading international professional services business, based in Cheshire / South Manchester with hybrid and flexible working. You will handle high-net-worth probate matters within a large team of specialists, delivering high standards of client service.

You will manage a varied caseload, prepare grants of probate and letters of administration, liaise with beneficiaries and professionals, and develop specialist expertise within high-net-worth probate within a global

Qualifications

  • Previous experience handling probate and estate administration matters.
  • Confident managing your own caseload with minimal supervision.
  • Strong organisational, communication and client relationship skills.
  • An interest in developing specialist expertise within high-net-worth probate.
  • A proactive and collaborative approach to working within a large team.

Responsibilities

  • Managing probate and estate administration matters from instruction through to completion.
  • Dealing with complex and high-value estates.
  • Preparing and submitting applications for Grants of Probate and Letters of Administration.
  • Liaising with beneficiaries, executors, financial institutions and other professional advisers.
  • Preparing estate accounts and handling inheritance tax-related administration.
  • Ensuring matters progress efficiently while delivering an excellent standard of client service.

Skills

Caseload management
Communication skills
Client relationships

Job description

Probate Executive role at a leading international professional services business, based in Cheshire / South Manchester with hybrid and flexible working. You will handle high-net-worth probate matters within a large team of specialists, delivering high standards of client service.

You will manage a varied caseload, prepare grants of probate and letters of administration, liaise with beneficiaries and professionals, and develop specialist expertise within high-net-worth probate within a global

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