Probate Advisor

Eventus Recruitment Group; Mansfield; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Probate training

Flexible hours

Job summary

Eventus Legal in Mansfield, Nottinghamshire, is seeking a Probate Advisor to join a growing specialist probate service within an award-winning law firm. This full-time, permanent role offers a guideline salary of £25,000 to £30,000, with hybrid working one to two days from home each week after settling in.

You will receive full probate training, a non-contractual bonus scheme and opportunities to progress as the service grows.

Qualifications

• Experience in telephone based sales or advisory roles.
• Experience handling sensitive conversations with empathy.
• Ability to work toward conversion or revenue targets and use CRM.

Responsibilities

• Respond promptly to telephone and email enquiries with clear guidance.
• Manage quotations, follow-up activity and records in CRM.
• Learn Grant Only and Full Administration services and work with probate teams.
• Conduct initial consultations to understand estates and appropriate services.
• Explain service options and fees clearly to clients.
• Qualify Full Administration enquiries for closing call.

Skills

Consultative sales

CRM systems

Communication

Empathy

Organisation

Job description

Eventus Legal are seeking a Probate Advisor to join a growing specialist probate service as part of an award winning law firm in Mansfield, Nottinghamshire. This full-time, permanent job offers a guideline salary of £25,000 to £30,000 depending on experience, hybrid working with one to two days from home each week after completing your initial settling in period. You will benefit from full probate training, a non-contractual bonus scheme and opportunities to progress as the service grows.

Role Responsibilities

As a Probate Advisor in Mansfield, you will liaise with clients and help people understand their options following a bereavement, combining sensitive client care with consultative sales. All enquiries are inbound, with no cold calling. Key responsibilities will include:

• Responding promptly to telephone and email enquiries, listening carefully and providing clear, supportive guidance.
• Managing quotations, follow-up activity and outstanding actions, keeping accurate records in HubSpot.
• Learning the Grant Only and Full Administration services while working closely with the client care and probate teams.
• As your knowledge develops, conducting initial consultations to understand the estate and identify the appropriate service.
• Explaining service options and fees clearly, helping clients make informed decisions.
• Managing Grant Only quotations from initial enquiry through to instruction, and qualifying Full Administration enquiries for the closing call.

About You

The successful Probate Advisor will bring a strong record in telephone based, consultative or advisory sales with up to 2 years’ experience. You should also be able to demonstrate the following:

• The ability to build trust quickly and handle sensitive conversations with empathy, patience and professionalism.
• Commercial confidence and sound judgement when recommending services appropriate to each client’s circumstances.
• Strong organisation and follow up skills, with the ability to manage several active enquiries.
• Experience working towards conversion or revenue targets and confidence using CRM systems.
• Resilience when supporting people experiencing grief or handling emotionally difficult conversations.
• Experience in probate, bereavement services, legal services or supporting vulnerable customers would be beneficial, but is not essential. Full probate training will be provided.

Benefits and Rewards

You will receive structured training and the opportunity to develop within a growing service. Benefits and rewards will include:

• Salary of £25,000 to £30,000 depending on experience, plus a non-contractual bonus scheme.
• Hybrid working with one to two days remote working from home each week after completing an initial settling in period.
• Full probate training and a structured three month training and development period.
• The opportunity to discuss flexible working hours after the initial three-month period, subject to client and business needs.
• Career progression opportunities as the service grows.

About the Law Firm

Our client’s specialist probate service is backed by a long established, award-winning law firm in Mansfield, Nottinghamshire. The business places client care, inclusion and employee development at the centre of its approach, with ongoing investment in training and technology. You will join an existing team at an early stage of the service’s growth, with the opportunity to contribute to how it develops.

We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.