Probate Case Manager

3 days ago

Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full time

**Probate Case Manager / 100% Home working available
Salary up to £30k dependent on experience
Probate / Estate Management experience is a MUST**

**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 CaseManagers” 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 “Probate Case Manager” you will manage between 55-65 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. Towork 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 gruelling 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.
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:
**Preparing a Technical Overview of an estate.
Review and completion of IHT205/IHT400 files (to include preparation of Correctives and Loss on sale).
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 challengingcaseload from end-to-end, as well as to play an active role in supporting more junior members of the team.

**Experience required**:
Must have 1 - 2 years or end to end Estate Administration / Probate experience.
Solid experience in a customer focused environment.
STEP / CILEX or Part Qualified would be advantageous.

**The Salary**: £25 - £30,000 Dependant on experience
**Hours**: 37.5 hours Monday to Friday
**Location**: 100% Home working

**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 streetproducts, 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” coffeemachine.Smart office and Bristol City Centre working if preferred or 100% Home working available.

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