Estate Administration and Probate Specialist
4 weeks ago
Are you a qualified Lawyer in Estate Administration and Probate looking for a new challenge? Our client, a leading international provider of shareholder, pension, remediation, and credit technology, is seeking a dynamic individual to join their team as the Head of Practice - Estate Administration & Probate.
In this role, you will play a pivotal role in the governance, risk management, and overall compliance of the organisation. You will ensure that the business delivers on its financial, operational, and service objectives, while maintaining high standards of case management, processes, and procedures.
- Oversee all aspects of Probate work and Estate Administration to ensure the smooth preparation of papers for a grant of probate or letters of administration, collection of assets, settlement of liabilities, and distribution of estate assets in accordance with a will or letters of administration.
- Maintain compliance with best practice standards, reporting requirements, and relevant regulatory and statutory requirements, taking appropriate actions to protect the business.
- Conduct initial reviews and ongoing assessments of cases, identifying and managing risks with the correct governance.
- Manage succession planning and supervise business continuity planning to ensure uninterrupted service provision.
- Assist in managing and completing complex and high-risk estate cases.
- Participate actively in financial performance management and budgeting, identifying revenue growth opportunities and cost optimisation.
- Provide supervision and administration of relevant compliance processes.
- Collaborate with all levels of the organisation, including senior leadership, and contribute to customer service and client support initiatives.
Key Responsibilities:
- Lead the Estate Administration and Probate team to deliver high-quality services to clients.
- Develop and implement effective governance, risk management, and compliance strategies.
- Manage and supervise the preparation of papers for grants of probate or letters of administration.
- Ensure the smooth collection of assets, settlement of liabilities, and distribution of estate assets.
- Collaborate with senior leadership to drive business growth and optimise costs.
Requirements:
- STEP TEP (Trust and Estate practitioner) qualification is essential.
- Detailed knowledge of inheritance tax rules, accounting, and procedures, as well as Income and Capital Gains Tax compliance in estate administration.
- Proven experience in administering complex and high-value estates.
- Client service focused with strong interpersonal and leadership skills.
- Good time management and organisational skills.
- Risk management experience and data protection knowledge.
- Expert operational understanding and experience in customer service/client support initiatives and strategies.
Benefits:
- Competitive Pension Plan with matching contributions up to 10%.
- All Employee Long Term Incentive Plan (LTIP).
- Employee Assistance Programme and life assurance cover.
- Employee discounts at high street stores.
- Flexible Benefits through our flex plan.
- 28 days holiday + bank holidays, plus 2 volunteer days.
- ICON award vouchers.
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