Junior Probate Case Manager – Hybrid, Growth Path

Kallidus Recruit; Maidenhead; Hybrid; GBP 42,000 - 55,000; Full time

Benefits offered by this job

25 days annual leave

Private medical cover

4% pension contribution

Life assurance

Employee Assistance Programme

Career progression

Staff discounts

Job summary

Dignity Legal Services, formerly Farewill Probate, is hiring a Junior Case Manager in Maidenhead. You will handle probate and estate administration for non-complex matters, while maintaining compassionate client care and high accuracy under supervision.

You’ll work in a tech-enabled environment, collaborating with senior staff to develop probate expertise, and you’ll engage with executors, banks, and other parties to gather details and complete applications efficiently.

Qualifications

• 1–4 years’ probate experience in probate, estate administration, or private client work
• Alternative entry: 5 years’ relevant experience toward a formal legal qualification
• Law degree or equivalent qualification is preferred
• Working toward SQE/CILEx is desirable
• Proficient in case management systems (Oracle/Exizent) and MS Office
• Comfortable using AI tooling to enhance workflow speed
• Strong attention to detail and legal document drafting skills
• Excellent organisational and multitasking abilities

Responsibilities

• Manage a caseload of non-complex probate and estate administration matters under supervision
• Gather asset and liability information from financial institutions and third parties
• Prepare probate applications, IHT forms, estate accounts and routine legal correspondence
• Maintain regular empathetic communication with executors, beneficiaries and institutions
• Support senior case managers on complex, high-value estates and technical matters
• Maintain accurate case records using case management systems and tooling

Skills

probate experience

client care

attention to detail

case management systems

Oracle

Exizent

MS Office

AI tooling

legal drafting

organisational skills

Education

Law degree

CILEX

Paralegal qualification

SQE/CILEx qualifications

Tools

Oracle

Exizent

MS Office

Job description

Dignity Legal Services, formerly Farewill Probate, is hiring a Junior Case Manager in Maidenhead. You will handle probate and estate administration for non-complex matters, while maintaining compassionate client care and high accuracy under supervision.

You’ll work in a tech-enabled environment, collaborating with senior staff to develop probate expertise, and you’ll engage with executors, banks, and other parties to gather details and complete applications efficiently.