Associate Probate Case Manager

Associate Probate Case Manager
£30,000 - £36,000 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 exciting time in their business growth, helping to deliver their award-winning estate administration service to clients.

As an Associate Personal Estate Manager, you will be:

• Owning a challenging caseload 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:

We understand you might not tick all of these boxes, but we encourage you to apply if you have some of these skills and experience:

• Accuracy and attention to detail
• Ability to use initiative and organise your own caseload
• Experience 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 in private client estate administration
• Experience handling estates that are subject to IHT
• Experience drafting legal documents such as Instruments of Variation and Deeds of Appropriation

While professional experience is important to our client, it’s equally essential that candidates fit their business culture. They uphold four core values: Pro-activity,

Professionalism, Pride, and Politeness. The right candidate will embrace these values and inspire colleagues to do the same.

What our client offers:

• 25 days holiday entitlement (increasing annually to 30)
• Option to buy or sell up to 5 days holiday per year
• Health Cash Plan – cashback 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

Our client is a leading estate administration specialist in the UK, helping thousands of families to receive their inheritance. They focus on helping families move on, recognising the family behind every estate. Their tax and legal teams provide expert advice to ensure that they understand each client’s unique circumstances and deliver the best possible service.

Our client is committed to equal opportunities, ensuring non-discrimination under the Equality Act 2010, and promoting diversity and inclusion across the workforce.

If this sounds like the perfect role for you, get in touch and apply today!