Probate and Wills Manager

2 weeks ago


Lincolnshire, United Kingdom Connectment Full time
Job Description:

We are seeking a highly skilled Probate and Wills Manager to join our thriving private client department at Connectment. The successful candidate will have a varied mix of cases relating to Wills and Probate, assisting with allocation of work within the department as well as assisting with training and supervision of junior team members.

Key responsibilities include:
- Advising on and drafting Wills, Probate, Powers of Attorney, Court of Protection, Trusts, Estate Planning, Wealth Management and Inheritance Tax documents
- Managing a range of cases from start to finish, including preparing and filing documents with HM Courts & Tribunals Service
- Working closely with clients to understand their needs and preferences, providing guidance and support throughout the estate planning process
- Collaborating with colleagues to develop and implement business development strategies and initiatives

A competitive salary of $90,000 per year, based on experience, is offered, along with flexible working hours, including working from home days and core hours between 7am-7pm. Benefits include a performance bonus, pension scheme, and 25 days annual leave plus bank holidays and Christmas week closure.
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