Senior Probate Case Lead (Remote) | High-Value Estates

RecruitAbility Ltd; Manchester; Hybrid; GBP 35,000 - 37,000; Full time

Benefits offered by this job

25 days' annual leave

Birthday day off

Pension scheme

Professional qualification support

Career progression opportunities

Employee wellbeing programme

Job summary

RecruitAbility Ltd is seeking a Senior Probate Case Manager to own complex probate and estate administration matters from instruction through to final distribution. The role involves mentoring others, liaising with executors and professionals, and ensuring compliance with HMRC and Probate Registry requirements.

Salary in the range of £35,000 - £37,000 per annum, depending on experience. Hybrid or remote working options are available, with a Monday–Friday 8:30am–4pm schedule and generous leave.

Qualifications

• Significant experience managing probate and estate administration cases.
• Strong working knowledge of probate law, estate administration and inheritance tax procedures.
• Experience handling complex estates and high-net-worth matters.
• Excellent understanding of HMRC and Probate Registry requirements.
• Previous experience supervising or mentoring others.
• Excellent organisational and case management skills with attention to detail.
• Confident, professional and empathetic communication with ability to manage priorities.

Responsibilities

• Manage a caseload of probate and estate administration matters, including complex and high-value estates.
• Obtain Grants of Probate and Letters of Administration and prepare inheritance tax accounts and HMRC documentation.
• Identify, value and collect estate assets, prepare estate accounts and oversee final distributions.
• Liaise with executors, beneficiaries, solicitors, financial institutions and other third parties.
• Resolve issues relating to estate liabilities, trusts, tax and beneficiary disputes where appropriate.
• Act as the primary point of contact for clients and professional referrers, managing sensitive situations with professionalism and empathy.
• Provide technical expertise, guidance and mentoring to Probate Case Managers and other colleagues.

Skills

Probate experience

Case management

Mentoring

Communication skills

Job description

RecruitAbility Ltd is seeking a Senior Probate Case Manager to own complex probate and estate administration matters from instruction through to final distribution. The role involves mentoring others, liaising with executors and professionals, and ensuring compliance with HMRC and Probate Registry requirements.

Salary in the range of £35,000 - £37,000 per annum, depending on experience. Hybrid or remote working options are available, with a Monday–Friday 8:30am–4pm schedule and generous leave.