Probate Case Manager

GET STAFFED ONLINE RECRUITMENT LIMITED; Bristol; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

An established industry player is seeking a Probate Case Manager to join their dynamic team. This role offers the chance to manage a diverse caseload while providing exceptional support to families during challenging times. With a commitment to flexibility and a focus on customer service, this position allows you to work remotely or in a hybrid model, ensuring a great work-life balance. The ideal candidate will have a solid background in probate administration, excellent communication skills, and a genuine desire to help clients navigate their estate matters. Join a forward-thinking company dedicated to making a difference.

Benefits

25 days holiday plus bank holidays

Health Cash Plan

Employee discounts

Income protection insurance

Life assurance policy

Enhanced family leave

Cycle to work scheme

Employee Assistance Programme

Flexible working options

Qualifications

• Experience in end-to-end estate administration and probate.
• Ability to handle estates with varying complexities.

Responsibilities

• Manage a full caseload of 55-65 Tier 1 and 2 complexity cases.
• Prepare legal documents and review inheritance tax forms.

Skills

Probate Administration

Communication Skills

Organizational Skills

Time Management

Empathy

Education

Relevant Qualifications

Job description

Probate Case Manager

Salary - up to 32,000 DOE; Quarterly bonus

Full Time, Permanent

Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available

Our client is looking for an experienced Probate Case Manager to join them at an extremely exciting time in the business’s growth, to help them deliver their award-winning estate administration service to their clients.

Our client pride themselves on flexibility and transparency for their clients and employees. Their products are offered in a flat fee structure, meaning that whilst their employees work on challenging caseloads, you don’t work in a fee earning model. This allows them to offer flexibility, hybrid working and a fantastic work-life balance.

About Our Client

Our client aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, they only do one thing, estate administration.

Their business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. They are committed to transparent and fair pricing and customers are at the heart of everything that they do.

They add value to their partners business propositions and provide their clients with innovative, highly focused customer service. Their business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through their long-standing brand).

As a Probate Case Manager, you will be:

• Effectively manage and progress a full caseload of approximately 55 - 65 Tier 1 and 2 complexity cases.
• Ability to provide support levels required in difficult circumstances, helping families to move on.

Take ownership and responsibility for technical tasks including but not limited to:

• Preparing a Technical Overview of an estate.
• Review and completion of inheritance tax forms.
• Preparation of Legal Statement and Grant Application.
• Drafting and completion of any Legal work associated with an estate.
• Reviewing any Trust set up in a Will and formalising this.
• Calculation of Income Tax and Capital Gains Tax.
• Preparing Estate Accounts.

The Ideal Candidate:

Qualifications are desirable but not essential. They are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience:

• Able to handle estates with varying complexities.
• Excellent communication skills at all levels and exceptional organisational and time management skills are a pre-requisite.
• An ability to self-motivate, particularly if working remotely, have a keen attention to detail, and take a proactive approach to your work.
• Work with a client and customer-focused approach at all times,
• Able to work with empathy for the families, maintaining a genuine desire to help them and be prepared to go above and beyond in order to provide support.
• Taking a collaborative approach to supporting and coaching your colleagues.
• Experience of end-to-end estate administration and probate.
• Experience in a customer service or private client-focused environment.

What They Offer:

• 25 days plus bank holidays, increasing annually to 30
• Health Cash Plan – Cash back for Dental, optical, and other treatments
• Employee discounts across a range of high street products
• Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy
• Income protection insurance
• Life assurance policy
• Enhanced family leave
• Cycle to work scheme
• Employee Assistance Programme
• Flexible working options across most roles

If this role sounds like the perfect role for you, then get in touch and apply today!