Probate Executive

Slater and Gordon Lawyers (UK); Manchester; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

25 days’ holiday + bank holidays

Employee referral bonus scheme

Annual discretionary bonus scheme

Private healthcare (after probation)

Pension

Job summary

Slater & Gordon is seeking an experienced Probate Executive to join our growing Wills, Tax, Trusts & Probate team in Manchester. You will manage a varied caseload and advise clients on all aspects of estate administration, including intestacy and inheritance tax.

You will prepare probate documents, liaise with HMCTS, financial institutions, valuers and beneficiaries, and provide clear, empathetic guidance. The role supports high-quality client service within a leading consumer law firm.

Qualifications

• Experience working within a probate or Wills, Tax, Trusts & Probate team.
• Strong knowledge of administration processes and relevant legislation.
• Highly organised with ability to manage multiple files at different stages.
• Excellent communication skills and a client-centred approach.

Responsibilities

• Manage a varied caseload of probate matters from instruction to completion.
• Advise clients on estate administration, including intestacy, inheritance tax, and asset distribution.
• Prepare and submit probate documentation; liaise with HMCTS, banks, valuers, and beneficiaries.
• Provide estate planning advice and prepare wills and lasting powers of attorney.
• Maintain clear, empathetic communication with clients throughout their matter.
• Ensure files are managed efficiently in line with S&G processes and regulatory obligations.
• Contribute to team targets and maintain strong billing performance as a key fee earner.

Skills

Probate experience

Organisation

Client communication

Education

Experience in probate team

Job description

• Employee referral bonus scheme
• Annual bonus scheme (discretionary)

Slater & Gordon is one of the UK’s leading consumer law firms, and we are looking for an experienced Probate Executive to join our growing Wills, Tax, Trusts & Probate team in Manchester. This is an excellent opportunity for someone who is passionate about delivering high-quality estate administration services while supporting clients through what is often a very difficult time.

Key Responsibilities

• Managing a varied caseload of probate matters from initial instruction through to completion.
• Advising clients on all aspects of estate administration, including intestacy, inheritance tax, and asset distribution.
• Preparing and submitting probate documentation and liaising with HMCTS, financial institutions, valuers, and beneficiaries.
• Providing straightforward estate planning advice and preparing wills and lasting powers of attorney
• Providing clear, empathetic and proactive communication to clients throughout their matter.
• Ensuring all files are managed efficiently and in line with S&G processes, compliance standards and regulatory obligations.
• Contributing to team targets and maintaining strong billing performance as a key fee earner.

About You

• Experience working within a probate or Wills, Tax, Trusts & Probate team.
• Strong working knowledge of administration processes and relevant legislation.
• Highly organised with the ability to manage multiple files at different stages.
• Excellent communication skills and a client-centred approach.
• Ability to work independently while being an active part of a supportive, collaborative team.

What We Offer In Return

• 25 days’ holiday + bank holidays
• Option to buy or sell up to 5 extra days of leave
• Employee referral bonus scheme
• Annual bonus scheme (discretionary)

Health & Wellbeing

• Access to Aviva Digicare+ (health checks, Digital GP, mental health support, second medical opinions, and more)
• BUPA private healthcare after 1 year (single cover, tax applies)
• Employee Assistance Programme (free counselling and wellbeing webinars)
• Health & wellbeing perks including gym discounts, cycle to work scheme, meditation sessions, and more
• Dental insurance

Financial & Protection

• Life assurance cover
• Income protection if you’re unable to work long-term due to illness or injury
• Workplace pension (5% employer contribution after probation)

Extras

• Access to a Benefits Hub with discounts on shopping, travel, food, and entertainment
• Free legal support and discounted legal services

Important to know

Some benefits are dependent on passing probation or length of service, and may change over time.

Your Professional Development

We will support and encourage you with developing your career with an award- winning law firm. We run courses across our offices and are continuously monitoring and updating the learning and development offering based on what you tell us. We can support you with your continuous professional development by providing funding for professional qualifications, attending external training courses and providing you with a range of internal learning resources.

Our Values

Like all great businesses, we strive to recruit the best people and uphold the highest legal standards. Our people bring something a little different. We hire people who can challenge, remove roadblocks and deliver outstanding customer service. That's why at Slater + Gordon we go further with our values.

How we work is guided by the S+G Way. This means:

• We do what we say we will
• We don’t wait we create
• We own it, we sort it
• We respect and encourage each other
• We make time to live

The S+G Way defines the specific behaviours and actions that our colleagues and our customers care about the most. We know this, because our colleagues helped to create the way, through a series of interactive workshops and interviews.

For further information, please contact [e-mail]

Please Note - Vacancies may close prior to the expiry date displayed, subject to volume of applications received.

The Company

The Company has experienced unprecedented growth over the past few years. We have a vast number of employees, and provide support to clients from all over the country.

Probate Executive