Probate Administrator

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

Benefits offered by this job

Hybrid working (3 days in Maidenhead)

Salary up to £30,000

25 days holiday + bank holidays

Life Assurance

Pension Scheme

Career progression

Meaningful contribution

Job summary

Dignity Group's Dignity Legal Services is seeking an entry‑level probate administrative assistant in Maidenhead. This full‑time, permanent position offers hybrid work (3 days in the office) and essential processing support for probate case management, enabling case managers to focus on core legal work.

You will handle data entry, post and inbox tasks, KYC/AML checks, and routine financial administration with a strong emphasis on accuracy and disciplined processes.

Qualifications

• Prior experience in high-volume administrative or data-processing roles is advantageous.
• Educated to GCSE level – Maths and English or equivalent.
• Basic data entry skills; ability to learn case management systems quickly.
• Familiarity with MS Word, Excel and Outlook.
• Strong attention to detail and ability to follow structured procedures.

Responsibilities

• Post & Inbox Management: process inbound physical post and manage shared inboxes.
• Data Entry & System Setup: accurately enter case information across core systems.
• Compliance Checks: perform initial KYC/AML/K16 searches ahead of fund releases.
• File Closure & Financial Admin: process bill payments and closure documentation.
• General Administrative Support: assist case handlers and managers with routine requests.

Skills

Organised

Attention to detail

Written communication

Adaptable

Education

GCSE Maths and English or equivalent

Tools

Oracle

Backstage

Exizent

MS Word

Excel

Outlook

Job description

Full-time, Permanent | Maidenhead (Hybrid 3 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 managers 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 managers 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

About us

It's inevitable that all of us are going to deal with death at some time in our lives. It’s a fundamental, tragic part of what it is to be human. But the services that should be supporting us haven’t changed in decades. From writing your will to planning a funeral or organising probate, the way we deal with death can be complicated and expensive. Instead of feeling supported, people feel lost.

But it doesn’t need to be this way. We started Farewill to make the experience warmer, brighter, and friendlier. Now we’re the UK’s top rated probate provider and help our customers pledge over £300 million to charities through gifts left in their wills.

We’ve also joined the Dignity Group - one of the major providers of funeral services in the UK. Together, we’re on a mission to change the way the world deals with death. It’s no small task - and we’re looking for a Probate Solicitor to help us do it.

This role is working in an SRA regulated legal practice to provide probate and estate administration services.

About Us

We are Dignity, one of the UK’s oldest and most trusted funeral providers, with over 200 years of history, 570 branches, and 46 crematoria. From launching the UK’s first funeral plan to helping shape modern regulation, we have led the way in supporting families with care, compassion, and professionalism.

Now we are building the UK’s leading end of life company. As part of the Dignity Group, we also operate Farewill, the country’s largest will writer and one of the UK’s top probate providers, giving families support not just at the funeral, but before and after as well.

Today, we are over 4,000 people across the UK, all driven by the same goal: to care for families with compassion and make the UK a world leader in end-of-life care. Here to help, whenever you need.

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.