The Company: Our client is a well-established probate and estate administration company whose aim is to ensure they offer a seamless and straightforward service for customers and families in their time of need. Our client is looking for experienced Probate Case Managers to join them at an extremely exciting time in the business growth, to help deliver an award-winning estate administration service.
The Job:
As a Senior Probate Case Manager you will manage around 40 estates at any given time, carrying out full reviews, completing technical work and providing your clients with regular updates. You will effectively manage communication with clients and business partners, working tirelessly on customer service excellence and continuously improving communications with families and business partners. You will have a “customer first, all the time” attitude, ensuring that unnecessary stress, anxiety, unexpected obstacles, and a generally gruelling estate administration experience does not happen to the families that entrust our client to take care of their estate administration.
You will also take responsibility for the coaching and mentoring of junior colleagues, including checking and signing off work. Work with the Team Managers and the wider business in arranging and carrying out training plans and sessions for staff members, including training sessions in 1-2-1 or group environments either in the office or online via Microsoft Teams.
* Take ownership and responsibility for all individual estates ensuring you provide the right levels of contact, support, and advice to your clients and business partners.
* Respond to incoming emails/telephone calls and check the quality of correspondence before dispatch.
* Provide support levels required in difficult circumstances, helping families to move on.
* Experience dealing with more complex estates, taxable estates.
* Some experience coaching and mentoring junior staff.
* Effectively manage and progress a full caseload of approximately 45-60 cases with the average complexity tier being Tier 2.5 or higher.
* Prepare a Technical Overview of an estate.
* Review and complete IHT205/IHT400 files (to include preparation of Correctives and Loss on sale).
* Prepare Oaths and Affidavits.
* Draft and complete any legal work associated with an estate.
* Review any Trust set up in a Will and formalise.
* Calculate Income Tax and Capital Gains Tax.
* Prepare Estate Accounts.
The Person:
For this role, our client is seeking someone who has a minimum of 5 years end-to-end estate administration and probate experience. You should be well-versed with more complex cases and have a passion for delivering excellent service to your clients. In addition to this, our client is seeking someone who is highly organised, dedicated, and proactive. In delivering the full estate administration process to clients, you will manage and technically progress a challenging caseload from end-to-end, as well as play an active role in supporting more junior members of the team.
Must have at least 5 years of end-to-end Estate Administration / Probate experience.
Solid experience in a customer-focused environment.
STEP / CILEX or Part Qualified would be advantageous.
The Hours:
37.5 hours Monday to Friday, 9am – 5.30pm
The Location:
100% Home working or hybrid working from Bristol
The Benefits:
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, 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
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