In-House Probate Specialist — No Billing Targets

Clara Rose Consultancy Ltd; Colchester; Vor Ort; GBP 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Private medical insurance

Healthcare cash plan

25 days holiday

Free onsite parking

Modern case management system

Flexible schedule

Zusammenfassung

Clara Rose Consultancy Ltd is recruiting for an experienced Probate Officer/Executive to join an in-house probate team in the Ipswich area. This role focuses on quality and service delivery, with no billing targets and no time-recording pressures.

You will manage your own probate caseload, oversee Grants of Representation and the full estate administration process, and work closely with a supportive team to deliver meaningful outcomes for families during difficult times.

Qualifikationen

• Experience managing probate caseloads is essential.
• Understanding intestacy rules and complex family structures is important.
• Ability to handle estate administration, tax paperwork and compliance.
• Excellent communication, compassion, and attention to detail are required.

Aufgaben

• Manage your own probate and intestacy caseload from instruction to completion.
• Apply for Grants of Representation and oversee full estate administration.
• Value estates, manage liabilities, collect assets and distribute accordingly.
• Prepare IHT forms and final accounts.
• Communicate with beneficiaries, clients, solicitors, genealogists, and institutions.
• Collaborate with colleagues and management to improve processes and contribute to department growth.

Kenntnisse

Probate experience

Estate administration

Clear communication

Non-target environment

Tools

CLIO

Jobbeschreibung

Clara Rose Consultancy Ltd is recruiting for an experienced Probate Officer/Executive to join an in-house probate team in the Ipswich area. This role focuses on quality and service delivery, with no billing targets and no time-recording pressures.

You will manage your own probate caseload, oversee Grants of Representation and the full estate administration process, and work closely with a supportive team to deliver meaningful outcomes for families during difficult times.