Probate Manager

3 weeks ago

Derby Derbyshire, United Kingdom Right Legal Group Full time

As a Probate Manager you will be responsible for the overall performance of the probate department including the delivery of rightprobate in line with our company values and core purpose. You will be responsible for the delivery of our business targets and K.P.I’s by motivating, monitoring and managing team members and providing coaching and training where needed.

Contract Type : Full-time | Permanent

Salary & Benefits:

A bonus structure based on individual/team performance and company pension

Who are Right Legal Group?

We are a well-established Law firm, regulated by the SRA who specialise in Wills, Probate and Estate Planning. We have built a network across the country which work together on a mission to change the way people think about making a Will and preserve not only our clients’ financial assets but their emotional assets too, for future generations. We are here to protect memories, not just money.

Help us to deliver on our mission Here's what's in it for you...
  • Career progression on opportunities – We pride ourselves on home-grown talent 
  • Annual career planning platforms – We want to hear all about you and your goals for the year and help you to facilitate your personal and professional ambitions
  • A company culture that embodies empowerment and ownership. We don’t do hierarchy
  • Company ‘get togethers’ –  There’s always something fun happening over here…
  • Rewards & Recognition programmes –  You want to be recognised for you efforts don’t you? We love celebrating success.
  • Westfield Health benefits –  We want to make sure you have access to look after your physical and mental health and have 24/7 access to those ‘healthy extra’s’.
If this sounds like somewhere you can see yourself working, then read on to find out about the role. Main Duties & Responsibilities:
  • Handling your own caseload of probate files
  • Ensuring all members of the team are delivering 5* customer service at all times
  • Working with the rest of the business to deliver its core purpose and cultural values
  • Driving both individual and business targets whilst motivating others within the team to do the same
  • Ensuring K.P.I’s are achieved. Where they are not being met working closely with the individuals and the training academy to develop their skills and knowledge
  • Monitoring carefully the team’s work in progress and billing & banking figures
  • Ensuring business standards are being achieved and addressing non-compliance with our processes, standards and culture
  • Developing and maintaining effective business-to-business relationships
  • Preparing and delivering team meetings and conducting quarterly reviews with each member of the team
  • Observing all advisors at least once per quarter
  • Wide technical knowledge and ability in the area of Probate & Trust Law
  • STEP qualified is desirable but not essential
  • Passion – Believe and understand our business and deliver ‘The WOW Factor’ to our clients and colleagues
  • Commitment/Dedication – We are looking for somebody who is fully committed to the role in order to meet business deadlines and targets but also drive the performance of the department through a stage of growth
  • Lead by example – be strict in your own personal adherence to our business standards
  • Energy/Drive – High energy and drive is needed to motivate a team
A bonus structure based on individual/team performance and company pension Next steps....

If you think you’re ready for a challenge and Right Legal Group feels like the right place for you, we’d love to hear from you.

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