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- Tasks: Manage probate files and support clients through challenging times.
- Company: Join a reputable firm in Sheffield focused on high-quality private client services.
- Benefits: Enjoy professional development, career progression, and a supportive team environment.
- Why this job: Make a real impact while gaining valuable experience in a collaborative setting.
- Qualifications: 2+ years in a private client or probate role with strong communication skills.
- Other info: Opportunity for ongoing support and exposure to complex estate matters.
The predicted salary is between 25000 - 30000 £ per year.
Salary: £25,000 - £30,000
Location: Sheffield
About the Firm and Role:
This is a fantastic opportunity to join a well-established private client focussed firm in Sheffield that has a strong reputation for delivering high-quality private client services. The firm is seeking a knowledgeable and client-focused probate executive or paralegal to support the team in managing a busy caseload of probate matters.
You will be joining a collaborative and friendly private client team with access to ongoing support, professional development, and clear opportunities for career progression. This role offers you the chance to handle a varied caseload of probate files from start to finish, working alongside experienced colleagues and gaining exposure to more complex matters as you grow within the role.
You’ll play a key part in the client journey, helping families through what is often a difficult time with empathy, efficiency, and professionalism.
The role will include but is not limited to:
- Full case management of probate files
- Preparation and submission of applications for grants of probate
- Liaising with clients, beneficiaries, and third parties
- Drafting estate accounts and associated documentation
- Assisting with estate administration from instruction to distribution
- Supporting senior fee earners on complex estate matters
- Ensuring compliance with internal procedures and legal regulations
About You:
- Ideally 2+ years' experience working in a private client or probate role
- Strong understanding of probate processes and estate administration
- Excellent client care and communication skills
- Able to manage files independently with minimal supervision
- Motivated, organised and keen to develop professionally
How to apply:
If this vacancy sounds like it may be a fit for your next move, click the apply button. Alternatively, for a confidential discussion, please contact Ross Roberts on 0114 241 8030 who is managing this vacancy.
Probate Executive/Paralegal employer: CRA Legal
Contact Detail:
CRA Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Executive/Paralegal
✨Tip Number 1
Network with professionals in the probate and private client sector. Attend local legal events or join relevant online forums to connect with others in the field. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest developments in probate law and estate administration. Keeping up-to-date with changes can demonstrate your commitment to the field and make you a more attractive candidate.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to probate cases. Think about specific examples from your experience that showcase your skills in client care and case management.
✨Tip Number 4
Showcase your empathy and communication skills during any interactions with the firm. Since this role involves supporting clients during difficult times, demonstrating your ability to handle sensitive situations can set you apart from other candidates.
We think you need these skills to ace Probate Executive/Paralegal
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Probate Executive/Paralegal. Familiarise yourself with probate processes and estate administration to demonstrate your knowledge in your application.
Tailor Your CV: Customise your CV to highlight relevant experience in private client or probate roles. Emphasise your understanding of probate processes, client care skills, and any specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your 2+ years of experience, your ability to manage files independently, and your motivation to develop professionally within the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a legal role.
How to prepare for a job interview at CRA Legal
✨Show Your Knowledge of Probate Processes
Make sure to brush up on your understanding of probate processes and estate administration. Be prepared to discuss specific cases or scenarios you've handled in the past, demonstrating your expertise and how you can apply it to the role.
✨Demonstrate Empathy and Client Care
Since this role involves helping families during difficult times, it's crucial to convey your ability to empathise with clients. Share examples of how you've provided excellent client care in previous roles, highlighting your communication skills and sensitivity.
✨Prepare for Case Management Questions
Expect questions about your experience managing probate files independently. Be ready to explain your approach to case management, including how you prioritise tasks and ensure compliance with legal regulations.
✨Express Your Motivation for Professional Development
The firm values ongoing support and career progression, so be sure to express your eagerness to develop professionally. Discuss any relevant training or qualifications you are pursuing or plan to pursue, showing that you are committed to growing within the role.
