Probate Assistant

Found in: beBee S GB - 2 weeks ago

Cheltenham, United Kingdom Charles Russell Speechlys Full time
Location

Cheltenham

Category

Contract type

Permanent - Full Time

Salary

Competitive

Working hours

Full Time

Probate Assistant

We have a fantastic opportunity for a Probate Assistant to join our growing Trust and Probate team, in our wider Tax, Trust and Succession group in Cheltenham. This is a great support role, and the successful candidate will work closely with the Probate solicitors in a busy Probate Service, dealing with high net worth individuals from the UK and abroad. We deal with a wide range of estate administration work and work closely with the wider Tax, Trusts and Succession team, across all offices.
The role will suit someone who has excellent people skills and who is looking to develop their career within a friendly collegiate team that is widely recognised for its expertise in this area. All necessary training will be provided.
Role and Responsibilities (this is a broad but not exhaustive list)
The role involves assisting with obtaining Grants of Representation, post grant administration, and distribution of the estates of clients, and includes:

Obtaining specific details and valuations of the deceased’s assets and liaising with financial institutions and valuers in this regard
Accurately drafting a schedule of assets and liabilities and keeping this up-to-date
Liaising with foreign intermediaries regarding overseas assets
Drafting inheritance tax returns and supplementary schedules and liaising with HMRC in this regard
Drafting applications for probate and letters of administration and dealing with queries raised by the Probate Registry prior to issuing of the grant
Upon receipt of the grant, preparing the relevant financial paperwork to enable the collection or transfer of the deceased’s assets
Liaising with the private property team regarding sale or transfer of the deceased’s property (where relevant)
Preparing and updating full estate accounts
Obtaining UK Grants of Representation for foreign residents in relation to UK assets
Arranging payments and distributions to beneficiaries and third parties in accordance with Firm procedures
Liaising with utility providers and the council in relation to supply of services to the deceased’s property
Liaising with estate agents, clearance companies and contractors (where relevant) in relation to the deceased’s property
Collating income and capital gains tax information for accountants/HMRC as applicable
Drafting simple income tax returns and liaising with HMRC in relation to tax for the administration period.
Preparing statements of income (form R185) for beneficiaries.
Any other day-to-day estate administration matters
Generally supporting the team members
Keeping managers and Partners regularly updated with progress on assignments and assisting with billing
You will be expected to be flexible in your approach and willing to undertake a wide range of other fiduciary, financial and tax-related assignments on your allocation.
You will also be expected to be able to research more complex issues/aspects and new legislation to support other members of the Tax Trusts and Succession division.
Complying with all relevant and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.

perience

Some knowledge and experience of probate and/or private client work is highly desirable
This role would suit someone working toward CILEX qualification or looking to gain experience prior to working toward the SQE in the future

Person specification

Be enthusiastic, willing to learn and keen to pursue a career in probate work
Demonstrate excellent time management skills
Be organised and capable of running a significant number of files and work matters simultaneously
Have the ability to develop effective working relations at all levels
Have a high degree of attention to detail
Be confident in both verbal and written communication with a diverse range of clients
Have a flexible approach and willing to go the extra mile
Intermediate knowledge of Excel
Be a quick learner
Strong numerical skills and written communication skills
Have an excellent telephone manner
Team oriented individual who can also work independently
Effective, sound decision making and practical problem-solving skills

Competencies

Working together

Integrity and respect

Inclusive

Personal impact and growth

Driving high standards

Commercial mindset

Client - centric

Responsible Business

Agencies When we require external assistance with our vacancies, we will reach out to our PSL supply chain. Please be aware we operate a very strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL. We also do not accept speculative CVs as an introduction. Please do not contact individual hiring managers or the Talent Acquisition team.

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