Associate Probate Case Manager
£32,000 - £37,000 per annum
Full or Part Time, Permanent
Flexible location - Fully remote role or Bristol office with hybrid working available if preferred
Our client is looking for an experienced Associate Personal Estate Manager to join them at an extremely exciting time in the business’s growth, to help them deliver their award-winning estate administration service to clients.
As a Associate Personal Estate Manager you will be:
- Owning a challenging case load from end to end, delivering the full estate administration process including all technical work
- Delivering excellent customer service to your clients
- Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
- Supported by estate coordinators (paralegal equivalents) within your team
- Providing the team and clients with regular estate administration case updates
- Working towards achievable monthly targets
Your experience: our client understands you might not tick all of these boxes, but they would encourage you to apply if you do have some of these skills and experience:
- Accuracy and attention to detail
- Ability to use initiative and organise your own case load
- Working with full end – to end estate administration
- Delivering excellent customer service to internal and external stakeholders and clients
- Enthusiasm for working within legal services
- Experience working in private client estate administration
- Experienced in handling estates that are subject to IHT
- Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations
Whilst professional experience is of high importance to our client as a business, it is of equal importance that they are a suitable fit for the culture they offer as a business. They uphold four core values and behaviours: Pro-activity, Professionalism, Pride and Politeness. The right candidates will uphold these values in all aspects of their work whilst inspiring their colleagues to do the same.
What they offer
- 25 days Holiday Entitlement (Increasing annually to 30)
- Buy or Sell up to 5 days holiday per year
- Health Cash Plan – Cash back for Dental, optical and other treatments
- PERKS – Employee discounts across a range of high street products
- Quarterly bonus incentive
- Income protection insurance
- Life assurance policy
- Company pension (Matched contribution up to 5%)
- 12 weeks Enhanced Parental leave policy
- Cycle to work scheme
- Employee Assistance Programme
- Free Office Fruit
About Our Client
They are proud to be the UK’s award-winning leading estate administration specialists, having helped thousands of families receive their inheritance.
Their purpose is to help families move on as there’s a family just like yours behind every single estate. Their tax and legal teams can advise on any situation. They make sure they understand your situation so they know what matters to you.
Our client wants to meet the aims and commitments set out in its equal opportunities policy statement. This includes not discriminating under the Equality Act 2010, and building an accurate picture of the make-up of the workforce in encouraging equality and diversity.
If this role sounds like the perfect role for you then get in touch and apply today!
