Probate Administrator

Dignity Group; Maidenhead; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Annual salary up to £30,000

25 Days Holiday + Bank Holidays

X2 Life Assurance, Pension Scheme

Hybrid flexible working (3 days in our

Maidenhead office)

Career progression and mentorship

Job summary

Dignity Legal Services in Maidenhead is seeking an administrator to support probate case management, handling post, data entry, and compliance checks. The role focuses on accurate processing to enable case managers to concentrate on legal work.

Join a fast-growing team and contribute to a compassionate, technology-enabled probate service. The position is full-time, onsite in Maidenhead, with competitive salary and benefits.

Qualifications

• Prior experience in high-volume administrative or data-processing roles is advantageous, but no formal prior legal experience is required.
• Educated to GCSE level - including Maths and English or equivalent.

Responsibilities

• Post & inbox management: process inbound physical post and manage correspondence across team inboxes.
• Data entry & system setup: complete onboarding forms and accurately enter case information across core systems.
• Compliance checks: perform initial KYC, AML, and K16 searches ahead of fund releases.
• File closure & financial admin: process bill payments and complete closure documentation.
• General administrative support: assist case handlers and managers with ad-hoc requests.

Skills

Highly organised

Strong written communication

Data entry accuracy

Education

GCSE Maths & English

Tools

Oracle

Backstage

Exizent

MS Word

Excel

Outlook

Job description

Full-time, Permanent | Maidenhead (Onsite 5 days in the office) | Up to £30,000 per annum

Join the UK’s fastest-growing probate business

At Dignity Legal Services (formerly Farewill Probate), we’re combining technology, compassion and serious legal expertise to reshape the probate industry.

In the last 12 months, we’ve grown from a team of 2 to 32 - and we’re still at the very beginning.

We’re building a category-defining probate business: one that delivers a radically better experience for families, while scaling with the rigour of a modern tech company.

This is a rare moment to join - not as a passenger, but as a key part of what we’re building.

Purpose of the Role

This role provides essential administrative and operational processing support across the probate case management teams, underpinning caseload delivery and freeing case managers to focus on legal casework.

Performance Measures

• Processing Accuracy: High level of accuracy in data entry and initial documentation checks across systems (e.g., Oracle, Backstage, Exizent).
• Turnaround & Volume Targets: Timely processing of inbound post, shared inbox items, and closure forms within agreed operational SLAs.
• Process Discipline: Reliable adherence to operational procedures and compliance protocols under supervision.

What You’ll Be Doing

• Post & Inbox Management: Process inbound physical post and manage incoming correspondence across shared team inboxes.
• Data Entry & System Setup: Complete onboarding forms and accurately enter case information across core operational systems.
• Compliance Checks: Perform initial Know Your Customer (KYC), Anti-Money Laundering (AML), and K16 searches ahead of fund releases.
• File Closure & Financial Admin: Process bill payments, complete closure documentation, and handle routine closure administration.
• General Administrative Support: Assist case handlers and man agers with ad-hoc operational administrative requests (e.g., routine bank contact/follow-ups).

Key Responsibilities

• Post & Inbox Management: Process inbound physical post and manage incoming correspondence across shared team inboxes.
• Data Entry & System Setup: Complete onboarding forms and accurately enter case information across core operational systems.
• Compliance Checks: Perform initial Know Your Customer (KYC), Anti-Money Laundering (AML), and K16 searches ahead of fund releases.
• File Closure & Financial Admin: Process bill payments, complete closure documentation, and handle routine closure administration.
• General Administrative Support:Assist case handlers and man agers with ad-hoc operational administrative requests (e.g., routine bank contact/follow-ups).

Who We’re Looking For

• Is highly organised.
• Is seeking an entry point into legal/probate operations.
• Thrives in a high-volume environment.
• Takes pride in exceptional accuracy and process discipline.
• Possesses strong written communication skills.

Knowledge, Skills and Experience required

Experience

• Prior experience in high-volume administrative or data-processing roles is advantageous, but no formal prior legal experience is required.

Education/ Qualification

Educated to GCSE level - including Maths and English or equivalent.

Technical

• Basic data entry skills with the ability to quickly learn case management systems (e.g., Oracle, Backstage, Exizent).
• Familiarity with basic office software (MS Word, Excel, Outlook).

General

• Exceptional attention to detail and strong process discipline at volume.
• Clear, professional written communication skills.
• Reliable, adaptable, and comfortable following structured procedures under supervision.

What We Offer

• Annual salary of up to £30,000 depending on experience
• 25 Days Holiday + Bank Holidays
• X2 Life Assurance, Pension Scheme
• Hybrid flexible working (3 days in our Maidenhead office)
• Genuine career progression and mentorship opportunities
• A chance to make a meaningful contribution to people's lives and deaths

Why Dignity Legal Services

Dignity Legal Services helps families manage everything left behind when someone dies; including probate, estate administration and wills. It is one of the fastest-growing parts of Life Services Group, with a lot still to build and influence. As part of Life Services Group, Dignity Legal Services brings our three EVP pillars to life: meaningful work, helping families sort the practical things that matter at a difficult time; grow with us, through specialist training, stronger tools and career development; and shape the future, by building a more connected, practical and human legal service for families.

Dignity Legal Services is part of Life Services Group alongside Dignity Funeral Directors, CMG, Simplicity Cremations and Farewill. Together, we can support families across more of the practical, emotional and legal moments that come with death. For Dignity Legal Services, that means more investment in specialist capability, clearer pathways to grow with us and the chance to shape a service that families can trust when they need it most.

You’ll be part of a growing specialist team who care deeply about getting things right for families. No two days are the same, and the work you do is noticed, valued and directly connected to helping people through complex practical moments after someone dies.

If you want meaningful work, the chance to grow with us and a role where you can help shape the future of legal support after death, find your Life’s work.

FCA Statement

We’re regulated by the FCA, so some roles may be subject to background checks.

Equality, Diversity and Inclusion Statement

We know that diverse teams make better decisions, build better products, and create a better place to work. Whoever you are, wherever you’re from, and whatever your life looks like, we’d love to hear from you. And if there’s anything you need to make the process more accessible, please let us know

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.