Probate Consultant

Kings Court Trust; West of England; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Quarterly bonus scheme

25 days plus bank holidays

Health Cash Plan

Employee discounts

Salary sacrifice benefits

Company pension scheme

Income protection insurance

Life assurance policy

Enhanced family leave

Cycle to work scheme

Employee Assistance Programme

Growth and development opportunities

Hybrid and flexible working

Job summary

Kings Court Trust is seeking a Probate Consultant to maximise sales opportunities and handle client and partner enquiries with a consultative approach. You will nurture leads, follow up and guide clients through the sales process, supported by excellent training.

This role is ideal for someone with probate sales experience and a commitment to high-quality client service, with hybrid working from the Bristol office and a focus on achieving targets.

Qualifications

• Demonstrable probate knowledge, ideally 3–4 years in the industry.
• Sales experience in probate or professional services.
• Ability to drive a sale while showing empathy for customers and clients.
• Build and nurture positive internal and external relationships.
• Work autonomously and prioritise workload effectively.
• Experience using a CRM (Salesforce preferred).
• Ability to work to set KPI targets.
• Previous sales-based role experience.

Responsibilities

• Manage client pipeline from enquiry to quotation and contract signature.
• Provide detailed probate information and guidance on technical matters.
• Deliver end-to-end customer service with clear communication and support.
• Identify opportunities to upsell/cross-sell services.
• Meet and exceed sales and performance targets.

Skills

probate knowledge

sales experience

CRM (Salesforce)

empathy

autonomy

relationship building

prioritisation

KPI adherence

communication skills

Tools

Salesforce

Job description

Location - Central Bristol /Hybrid (2-3 days in office)

About us

At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.

You can find out more about us via: https://www.kctrust.co.uk/about-us

Our Purpose

To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.

What you’ll be doing

As a Probate Consultant you will look to maximise sales opportunities and successfully handle enquiries from clients and business partners, follow up leads, and nurture them through the sales process with a consultative approach.

This is a great opportunity for anyone with Probate sales experience, we can offer you excellent training and support to develop your career here at Kings Court Trust.

Duties include

• Manage client pipeline, taking clients from their initial enquiry to quotation and contract signature
• Provide detailed probate information and guidance, including on technical matters
• Providing excellent end-to-end customer service, offering clear communication and support
• Identifying opportunities to upsell/cross-sell services
• Meet and exceed sales and performance targets

What we’re looking for

Qualifications are desirable but not essential, we are looking for individuals with some of the following experience:

• Demonstrable probate knowledge, including at a technical level, ideally from working in the industry for at least 3-4 years
• Sales experience in a probate or other professional services environment
• Confidence to drive a sale whilst maintaining empathy for our customers and clients.
• Ability to build and nurture positive working relationships both internally and externally.
• Able to work autonomously and effectively prioritise your own workload.
• Previous experience using a CRM (Salesforce preferred)
• Ability to work to set KPI’s.
• Previous experience in a sales-based role.

What we can offer you

We believe in rewarding great work. For this role we offer the following benefits from day 1:

• Quarterly bonus scheme
• 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 products and services.
• Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy.
• Company pension scheme – matching up to 5%
• Income protection insurance
• Life assurance policy
• Enhanced family leave (upon completion of probation)
• Cycle to work scheme
• Employee Assistance Programme

• Opportunities for growth and development
• A chance to make a real impact during life’s most challenging times
• Hybrid and flexible working options to suit your needs

Where you’ll be working

• Hybrid with a minimum of 2-3 days per week at our office based at Spectrum House, Bond Street Bristol BS1 3LG

Hiring process – what to expect

We like to keep things clear and straightforward. Here’s what you can expect:

• Application review – We review applications on a rolling basis and will contact you when shortlisted
• Initial chat – A short call with the hiring manager to get to know you better. There will be some element of competency here but we aim for it to be more conversational. (30mins)
• Interview – This is your competency based interview with the hiring manager(s)(up to 60mins) (or up to 90mins with task).
• Task (if applicable) – A chance to show us how you think, this may be part of the interview or done before/after depending on the role
• Feedback – We will contact you following your interview, typically within 1 week.
• Support - We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments—whether that’s for an interview or any part of the process—please let us know. We’re happy to have a conversation about how we can best support you.

For any queries you may have before applying please contact the recruitment team via [e-mail]

Equality, Diversity & Inclusion

At Kings Court Trust, we’re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience—nothing else. We’re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do. By applying for this role, you’re sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy, available on our website.