Head of Estate Administration and Probate

1 month ago

Exeter, Devon, United Kingdom LHH Recruitment Full time
Job Title: Head of Estate Administration and Probate

Location: Exeter

Remuneration: £60,000 - £70,000 per annum

Contract Details: Permanent, Full Time

About the Role:

We are seeking a highly skilled and experienced professional to lead our Estate Administration and Probate team. As Head of Estate Administration and Probate, you will be responsible for overseeing all aspects of estate administration and probate, ensuring compliance with best practice standards, regulatory requirements, and relevant statutory requirements.

Key Responsibilities:

  • Oversee the 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.
  • 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.

Qualifications and Experience:

  • 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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