Estate Administration Specialist

2 days ago


Evesham, Worcestershire, United Kingdom Austin Fraser Full time

About Austin Fraser, our client based in Evesham, is looking for an experienced Estate Administration Specialist to join their team. The successful candidate will be responsible for handling the entire estate administration process, from preparing and applying for Grants of Probate and Letters of Administration to distributing the estate and preparing income and distribution accounts.

This role offers a competitive salary of £60,000 - £80,000 per annum, as well as a comprehensive benefits package, including 25 days holiday + Bank Holidays, an annual bonus related to achievement of fee income targets, and a monthly holiday bonus scheme.

Key Responsibilities:

  • Administering estates, including preparing and applying for Grants of Probate and Letters of Administration.
  • Providing tax advice, including Inheritance Tax, Income Tax, and Capital Gains Tax.
  • Collecting and realising assets, paying liabilities, and distributing the estate accordingly.
  • Preparing income and distribution accounts.

Requirements:

  • Proven experience in estate administration, with a strong understanding of relevant laws and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with a proactive approach to resolving complex issues.


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