Senior Probate Case Manager - Remote & High-Value Estates

RecruitAbility Ltd; Cambridge; On-site; GBP 37,000 - 40,000; Full time

Benefits offered by this job

Pension scheme

Professional qualification support

Career progression opportunities

Employee wellbeing programme

25 days annual leave + bank holidays

Birthday day off

Job summary

RecruitAbility Ltd is seeking a Senior Probate Case Manager to take ownership of complex probate and estate administration matters, from instruction through to final distribution. You will work within the Legal team on high-value estates and provide mentoring to junior staff.

Hybrid/remote working is supported; the role requires extensive probate experience, strong HMRC knowledge, and the ability to manage multiple priorities in a professional manner. Salary matches £37k–£40k with added benefits.

Qualifications

• Hands-on probate and estate administration experience required.
• Strong knowledge of probate law and inheritance tax procedures.
• Experience supervising or mentoring others.

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, accountants and other third parties.
• Resolve issues relating to estate liabilities, trusts, tax and beneficiary disputes where appropriate.
• Act as primary point of contact for clients and professional referrers, maintaining professionalism and empathy.
• Provide technical expertise and mentoring to Probate Case Managers and colleagues, including file reviews.

Skills

Probate experience

Estate administration

Supervision mentoring

Client communication

Detail oriented

Job description

RecruitAbility Ltd is seeking a Senior Probate Case Manager to take ownership of complex probate and estate administration matters, from instruction through to final distribution. You will work within the Legal team on high-value estates and provide mentoring to junior staff.

Hybrid/remote working is supported; the role requires extensive probate experience, strong HMRC knowledge, and the ability to manage multiple priorities in a professional manner. Salary matches £37k–£40k with added benefits.