Assistant Probate Manager

Recruitment & Talent Acquisition Manager

As Assistant Probate Manager, you will take full responsibility for the end to end administration of a book of probate cases, providing a first-class service to beneficiaries and Legal Personal Representatives (‘LPRs’). Support with some administration tasks is provided by a dedicated support team.

You may also be required, on occasion, to attend face to face meetings with beneficiaries/LPRs. This will involve explaining our service including fees and collecting and collating the financial paperwork of the deceased.

• Full responsibility for the end to end administration of a book of probate cases varying in complexity. This will include some complex cases e.g. they are taxable, estates including agricultural, business and overseas assets and estates where we are on notice of a claim.
• Needs to be able to act largely independently and be proactive in driving matters forward, through effective prioritisation of workload, to ensure the timely and efficient delivery of quality service.
• Strong client relationship/communication skills as regular, quality communications with vulnerable beneficiaries/clients is a key part of the role.
• May supervise less experienced team members.
• Team player with ability to actively identify and implement business initiatives for process improvement.
• Accurate record keeping (including time recording) and preparation of estate accounts using the preferred estate administration package.

• Strong writing experience is desirable.
• Solid understanding of inheritance tax including the availability of all reliefs and exemptions and experience with grossing up.
• Self-driven with the ability to work largely independently but with supervision.
• Ability to work as part of a team.
• Planning and organisational skills, effective time management.
• Proficient with MS Office suite.
• Ideally STEP qualified, or working towards the qualification.

For more information or to request a copy of the job description, please email

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Mid-Senior level

Full-time

Finance and Administrative

Financial Services, Professional Services, Trusts and Estates