Probate Case Manager

4 weeks ago

Bristol, United Kingdom Alexander Mae Recruitment Full time

Probate Case Manager

Up to £36,000 dependent on experience

3 years plus Probate / Estate Management experience is a MUST

100% Home working available - Must be able to travel / stay in Bristol for 1 week’s training

On-site in Bristol or Hybrid working available too


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 between 45-60 estates at any given time. Carrying out full reviews, completing technical work and providing your clients with regular updates. Effectively manage communication with clients and business partners. To work tirelessly on customer service excellence and continuously improve communications with families and business partners. You will have a “customer first, all the time” attitude. Ensure that we do everything in our power to make sure that unnecessary stress, anxiety, unexpected obstacles and a generally grueling or difficult estate administration experience does not happen to the families that entrust our client to take care of their estate administration.


Key Responsibilities:

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.

Responding to incoming emails/telephone calls and check quality of correspondence before dispatch.

Ability to provide support levels required in difficult circumstances, helping families to move on


Take ownership and responsibility for technical tasks including but not limited to:

Effectively manage and progress a full caseload of approximately 45-60 cases with the average complexity tier being Tier 2 or higher

Preparing a Technical Overview of an estate

Preparation of Oaths and Affidavits.

Drafting and completion of any Legal work associated with an estate.

Reviewing any Trust set up in a Will and formalise.

Calculation of Income Tax and Capital Gains Tax.

Preparing Estate Accounts.


The Person:

You must be highly organised, dedicated and pro-active at all times, with a passion for providing excellent customer service. In delivering the full estate administration process to our clients, you will manage and technically progress a challenging caseload from end-to-end, as well as to play an active role in supporting more junior members of the team.


Experience required:

Must have at least 3 years or end to end Estate Administration / Probate experience.

Solid experience in a customer focused environment.

STEP / CILEX or Part Qualified would be advantageous but not essential


Hours: 37.5 hours Monday to Friday 9am - 5pm

Location: 100% Home working, or hybrid or onsite in Bristol

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, Free Office Fruit and Premium “Bean to Cup” coffee machine. Smart office and Bristol City Centre working if preferred or 100% Home working available.

  • Probate Case Manager

    4 weeks ago

    Greater Bristol Area, United Kingdom Alexander Mae Recruitment Full time

    Job Title: Probate Case ManagerJob Summary:We are seeking an experienced Probate Case Manager to join our team at Alexander Mae Recruitment. As a Probate Case Manager, you will be responsible for managing a caseload of estates, providing excellent customer service, and working closely with clients and business partners.Key Responsibilities:Manage a caseload...

  • Senior Probate Case Manager

    4 weeks ago

    Greater Bristol Area, United Kingdom Alexander Mae Recruitment Full time

    Job Title: Senior Probate Case ManagerJob Summary:We are seeking an experienced Senior Probate Case Manager to join our team at Alexander Mae Recruitment. As a Senior Probate Case Manager, you will be responsible for managing a caseload of estates, providing technical support, and coaching junior colleagues.Key Responsibilities:Manage a caseload of estates,...

  • Probate Case Manager

    1 month ago

    Greater Bristol Area, United Kingdom Alexander Mae Recruitment Full time

    Probate Case ManagerUp to £36,000 dependent on experience3 years plus Probate / Estate Management experience is a MUST100% Home working available - Must be able to travel / stay in Bristol for 1 week’s trainingOn-site in Bristol or Hybrid working available tooThe Company:Our client is a well-established probate and estate administration company whose aim...

  • Senior Probate Case Manager

    4 weeks ago

    Bristol, United Kingdom Alexander Mae Recruitment Full time

    Senior Probate Case ManagerFull-time or Part-time hours availablec£41,000 dependent on experience5 years plus Probate / Estate Management experience is a MUST100% Home working or Hybrid option available – MUST be able to travel / stay in Bristol for 1 week’s trainingThe Company:Our client is a well-established probate and estate administration company...

  • Probate Case Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Alexander Mae Recruitment Full time

    Job Title: Probate Case Manager - Estate Administration ExpertJob Summary: We are seeking an experienced Probate Case Manager to join our team at Alexander Mae Recruitment. As a Probate Case Manager, you will be responsible for managing a caseload of estates, providing technical support, and ensuring that all administrative tasks are completed...

  • Senior Probate Case Manager

    1 month ago

    Greater Bristol Area, United Kingdom Alexander Mae Recruitment Full time

    Senior Probate Case ManagerFull-time or Part-time hours availablec£41,000 dependent on experience5 years plus Probate / Estate Management experience is a MUST100% Home working or Hybrid option available – MUST be able to travel / stay in Bristol for 1 week’s trainingThe Company:Our client is a well-established probate and estate administration company...

  • Probate Case Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Alexander Mae Recruitment Full time

    Job DescriptionAs a key member of our team, you will be responsible for managing a caseload of estates, providing exceptional customer service, and ensuring the smooth administration of probate and estate matters.Key Responsibilities:Manage a caseload of estates, ensuring timely and efficient completion of tasksProvide regular updates to clients and...

  • Senior Probate Case Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Alexander Mae Recruitment Full time

    Job DescriptionAs a Senior Probate Case Manager, you will be responsible for managing a caseload of estates, providing technical expertise, and delivering exceptional customer service. This role requires a high level of organization, dedication, and proactivity, with a passion for providing excellent customer service.Key Responsibilities:Manage a caseload of...

  • Associate Probate Case Manager

    2 months ago

    Bristol, United Kingdom CV-Library Full time

    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 We are looking for an experienced Associate Personal Estate Manager to join us at an extremely exciting time in the business’s growth, to help us...

  • Specialist Probate Solicitor

    2 weeks ago

    Bristol, Bristol, United Kingdom undisclosed Full time

    We're looking for a skilled contentious probate solicitor to join our team within Co-op Legal Services.This role involves managing a caseload of disputes and litigation relating to estates, accurately updating cases, and engaging with clients primarily over the phone and via email.As a contentious probate solicitor, you will support senior members of...

  • Probation Services Officer

    5 months ago

    Bristol, United Kingdom Ministry of Justice Full time

    Salary 1 - £24,228 - £30,208 Number of jobs available 1 - 3 Detail of reserve list 1 - 12 Months Region 1 - South West City/Town 1 - Bristol Building/Site 1 - NMS CEEDS, Ujima House, BS2 8QU Grade 1 - Other Organisation Grade for HMPPS 1 - NPS Pay Band 3 National Post Type 1 - Permanent Working Pattern 1 - Full Time, Part Time Role Type 1 -...

  • Probation Services Officer

    5 months ago

    Bristol, United Kingdom Ministry of Justice Full time

    Salary - £25,310 - £30,968 Number of jobs available - 1 Detail of reserve list - 12 Months Region - South West City/Town - Bristol Building/Site - NMS 1 Bridewell Street, BS1 2AA, NPS BRISTOL MAGISTRATES COURT BRISTOL, BS1 3NU Grade - Other Organisation Grade for HMPPS - NPS Pay Band 3 National Post Type - Permanent Working Pattern - Full...

  • Contentious Probate Solicitor

    2 months ago

    Bristol, United Kingdom G2 Legal Limited Full time

    Contentious Probate & Trusts Solicitor/Chartered Legal Executive – BRISTOL This firm is ranked in the Legal 500, with offices across the Southwest with its dispute resolution team assisting businesses and individuals in a variety of cases. The firm is actively seeking either a qualified solicitor or chartered legal executive to join the disputes team...

  • Contentious Probate Solicitor

    2 months ago

    Bristol, United Kingdom G2 Legal Limited Full time

    Contentious Probate & Trusts Solicitor/Chartered Legal Executive – BRISTOL This firm is ranked in the Legal 500, with offices across the Southwest with its dispute resolution team assisting businesses and individuals in a variety of cases. The firm is actively seeking either a qualified solicitor or chartered legal executive to join the disputes team...

  • Probate Legal Professional

    2 weeks ago

    Bristol, Bristol, United Kingdom ZIGUP plc Full time

    About the RoleAs a Probate Legal Professional, you will be an integral part of our Wills and Probate Team.Key Responsibilities:Case Management: Prepare correspondence, chase information, and handle legal forms.Support the Wills and Probate Team in managing cases.Develop your skills and knowledge in the legal field.We offer a range of benefits to support your...

  • Probate Estate Administrator

    4 weeks ago

    Bristol, Bristol, United Kingdom Kings Court Trust Full time

    Job DescriptionProbate Estate AdministratorWe are seeking an experienced Probate Estate Administrator to join our team at Kings Court Trust, a leading provider of award-winning estate administration services.The successful candidate will be responsible for delivering exceptional client experiences, managing complex estate administration cases, and...

  • Probate Team Leader

    5 days ago

    Bristol, United Kingdom CV-Library Full time

    Brand New Role!! Probate Team Leader – Bristol Salary: £32,000 - £40,000 plus benefits Hours: Full-time (37.5 hours) or part-time (22.5 hours) Location: Bristol (Hybrid – 3 days in office, rest remote) TSR Legal are proud to be working with a leading national legal organisation who now have a brand new opportunity for a Probate...

  • Probate Legal Assistant

    2 weeks ago

    Bristol, Bristol, United Kingdom New Law Limited Full time

    Are you an organised and motivated individual with a passion for delivering exceptional client service?Do you have a keen interest in the legal field and a desire to develop your career in probate and estate administration? If so, we have an exciting opportunity for you to join our dynamic team as a Probate Legal Assistant.As a Probate Legal Assistant, you...

  • Contentious Probate Solicitor

    2 months ago

    Bristol , Bristol, BS1 5EH, Bristol, United Kingdom G2 Legal Limited Full time

    Contentious Probate & Trusts Solicitor/Chartered Legal Executive – BRISTOL This firm is ranked in the Legal 500, with offices across the Southwest with its dispute resolution team assisting businesses and individuals in a variety of cases. The firm is actively seeking either a qualified solicitor or chartered legal executive to join the disputes team to...

  • Specialist Contentious Trusts and Probate Lawyer

    3 weeks ago

    Bristol, Bristol, United Kingdom Chadwick Nott Full time

    Job Title: Specialist Contentious Trusts and Probate LawyerJob Summary:Chadwick Nott is seeking a highly skilled and experienced Specialist Contentious Trusts and Probate Lawyer to join their dynamic and fast-growing Charities & Private Wealth Disputes team in Bristol. The ideal candidate will have a strong background in contentious trusts and probate, with...