Probate Consultant/Paralegal

Elle Recruitment Limited; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

An ambitious and dynamic company is seeking a Probate Consultant to join their London office. This exciting opportunity allows you to progress your legal career within a fast-paced environment focused on client satisfaction. You will play a key role in assisting Executors with Grant of Probate applications and estate administration procedures. The ideal candidate will possess extensive knowledge of Wills, Trusts, and Inheritance Tax, along with excellent communication skills. Join a team that values accuracy, attention to detail, and a commercial mindset, and make a significant impact in the Probate department.

Qualifications

• Combination of Law Degree with probate-related qualification.
• Minimum 1-year experience in Probate practice and estate administration.

Responsibilities

• Attend appointments with Executors and assist with Grant of Probate applications.
• Organise accounts for Executor support or estate administration services.

Skills

Wills and Trusts Knowledge

Inheritance Tax Knowledge

Estate Administration

Excellent Communication Skills

Attention to Detail

Education

Law Degree

CILEx/STEP Advanced Certificates

Job description

Job Description

This is an exciting opportunity for a candidate to progress their legal career by joining a dynamic team within this ambitious, busy company. The company is currently looking for a Probate Consultant to join their London office and undertake a range of practice tasks within their expanding Probate department.

The core role will be to:

1. Attend appointments with Executors either in person or via video appointment.
2. Assist Executors with their application for a Grant of Probate, together with advising on estate administration procedures.
3. Take instructions from Executors for estate administration cases that will be prepared for Solicitor application.
4. Liaise with external Solicitors and Executors throughout the administration process.

The company has a fast-paced business model, with client satisfaction at the forefront of their business ethos. Their Probate department has in the region of 100 deceased accounts reported each month, with approximately 50% requiring an application for a Grant of Probate. The successful candidate will be responsible for organising accounts into categories that either require Executor support or convert to full estate administration services.

The role is client-facing and therefore the Probate Consultant is also responsible for written communication to clients that require clarification or technical advice. Extensive knowledge of Wills, Trusts, Inheritance Tax, and estate administration is required; therefore, the role would suit either an ex-solicitor, someone progressing through STEP diploma, or an experienced paralegal.

The ideal candidate will have:

1. Combination of Law Degree with a probate-related qualification, e.g., CILEx/STEP Advanced Certificates in Will Preparation, Administration of Estates, and Trusts.
2. Sound knowledge of Wills, Trusts, Inheritance Tax, and the Probate process.
3. Minimum 1-year experience of Probate practice and estate administration.
4. Excellent communication skills, written and oral.
5. High degree of accuracy and attention to detail.
6. Commercial mindset.
7. Outgoing, team player personality.