Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage probate cases and provide top-notch service to clients and beneficiaries.
- Company: Join a supportive team in a reputable estate administration firm.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real difference in people's lives while developing your skills in estate management.
- Qualifications: 6+ years in estate administration; will writing experience is a plus.
- Other info: Opportunity for career growth and to lead a team.
The predicted salary is between 36000 - 60000 £ per year.
As Assistant Probate Manager, you will take full responsibility for the end to end administration of a book of probate cases, providing a first-class service to beneficiaries and Legal Personal Representatives (LPRs). Support with some administration tasks is provided by a dedicated support team. You may also be required, on occasion, to attend face to face meetings with beneficiaries/LPRs. This will involve explaining our service including fees and collecting and collating the financial paperwork of the deceased.
Responsibilities
- Full responsibility for the end to end administration of a book of probate cases varying in complexity, including complex cases such as taxable estates, estates with agricultural, business or overseas assets, and estates with claims.
- Act largely independently and be proactive in driving matters forward through effective prioritisation of workload to ensure timely and high-quality service.
- Maintain strong client relationships and communication with vulnerable beneficiaries/clients as a key part of the role.
- Supervision of less experienced team members may apply.
- Be a team player who actively identifies and implements process improvements.
- Accurate record keeping (including time recording) and preparation of estate accounts using the preferred estate administration package.
Knowledge And Experience
- Over 6 years estate administration experience.
- Some will writing experience is desirable.
- A solid understanding of inheritance tax including the availability of all reliefs and exemptions and experience with grossing up.
- Self-driven with the ability to work largely independently but with supervision.
- Ability to work as part of a team.
- Planning and organisational skills are key to this role together with effective time management skills.
- Proficient with MS Office suite.
- Ideally, STEP qualified or working towards the qualification.
For more information or to request a copy of the job description, please email.
Assistant Probate Manager in Manchester employer: Back to Nature
Contact Detail:
Back to Nature Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Probate Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the probate field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate administration and inheritance tax. Be ready to discuss your experience with complex cases and how you've maintained strong client relationships in the past.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've effectively prioritised your workload and driven matters forward independently. This will demonstrate your ability to handle the responsibilities of the Assistant Probate Manager role.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Assistant Probate Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Probate Manager role. Highlight your estate administration experience and any relevant qualifications, like STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your experience with probate cases and how you’ve maintained strong client relationships.
Showcase Your Team Spirit: We love team players! In your application, mention times when you've worked collaboratively or improved processes within a team. This will show us that you can thrive in our supportive environment.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Back to Nature
✨Know Your Probate Stuff
Make sure you brush up on your estate administration knowledge, especially around inheritance tax and the various reliefs. Being able to discuss complex cases confidently will show that you're the right fit for the role.
✨Show Off Your Client Skills
Since you'll be dealing with vulnerable beneficiaries, it's crucial to demonstrate your ability to maintain strong client relationships. Prepare examples of how you've effectively communicated and supported clients in the past.
✨Be Proactive and Organised
Highlight your planning and organisational skills during the interview. Share specific instances where you've successfully prioritised your workload to meet deadlines, especially in complex situations.
✨Team Player Vibes
Emphasise your experience in working as part of a team and how you've contributed to process improvements. Mention any mentoring or supervisory roles you've had, as this aligns well with the responsibilities of the position.
