Probate Technical Lead

3 months ago


Bristol, United Kingdom Kings Court Trust Full time

We are looking for an experienced Probate Technical Lead to join us at an extremely exciting time in the business’s growth, to help us deliver our award-winning estate administration service to our clients.

As a Probate Technical Lead you will be:

- Provide technical guidance to our team of estate administration case managers
- Support, mentor and train the service delivery teams
- Audit work completed by our Probate Case Managers to ensure our high quality standards are maintained
- Work closely with the Legal Services Director around technical referrals and escalated queries
- Owning a small (approximately 10 files) but complex case load from end to end, delivering the full estate administration process including all technical work
- Delivering excellent customer service to your clients
- Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
- Supported by estate coordinators (paralegal equivalents) and Probate Case Managers within your team
- Providing the team and clients with regular estate administration case updates
- Working towards achievable monthly targets
- Aware of all regulatory changes and ensure all technical work is compliant
- Accuracy and attention to detail
- Ability to use initiative and organise your own case load
- Working with full end - to end estate administration
- Delivering excellent customer service to internal and external stakeholders and clients
- Enthusiasm for working within legal services
- Experience working in private client estate administration
- Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations

**Staff Benefits**:

- 25 days Holiday Entitlement (Increasing annually to 30)
- Buy or carry up to 5 days holiday per year
- Quarterly performance related bonus
- 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

**Kings Court Trust** wants to meet the aims and commitments set out in its equal opportunities policy statement. This includes not discriminating under the Equality Act 2010, and building an accurate picture of the make-up of the workforce in encouraging equality and diversity.

The business needs your help and co-operation to enable it to do this, but filling in this form is voluntary.

The information you provide will stay confidential, and will be stored securely with access limited to the Executive and the business’s HR department

Please click here (_Equality and Diversity Survey_) to participate

**Job Types**: Full-time, Permanent

**Salary**: £29,000.00-£42,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sick pay
- Store discount
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Bristol

Reference ID: Technical Expert



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