Our client is a well-respected provider of probate and estate administration services, and we are pleased to be recruiting for a Probate Lead join their friendly team.
In addition to managing a caseload of complex estates (high-value, taxable), will support the Legal Services Director with the preparation and delivery of technical training across the department.
In return, you will receive a competitive salary, quarterly bonus, and a fantastic benefits package with perks such as income protection, pension contribution matched up to 5%, group life insurance, and more!
Key responsibilities include:
- Managing a full caseload of c40 estates at any given time depending on complexity
- Carrying out full reviews, completing associated technical work, and providing regular client updates
- Taking ownership of sensitive estates, building trust with clients throughout the review and management of the estate
- Dealing with and advising on the most complex legal and tax queries
- Providing guidance to other team members ensuring their specialist knowledge is always up to date within estate administration
- Identifying and escalating any regulatory, legislative, and industry changes
Skills and experience required:
- Previous experience in a similar role is required
- Proven expertise in managing complex estates
- Strong IT literacy and communication skills
- Experience in the progression and development of colleagues
If this sounds like the next challenge for you, apply today! We are accepting applications now for interviews taking place very soon.