In-House Probate Executive - no targets! in Colchester

Rare Opportunity: In-House Probate Officer/ Executive Role with No Billing Targets

Are you an experienced probate professional looking for a genuinely different kind of role – one that offers the chance to focus on doing the job well, without the pressure of billable hours? We’re working in partnership with a highly respected organisation to help grow their in‑house probate team – a rare opportunity in this field. They’re looking for a compassionate and organised Probate Officer/ Executive who wants to make a real impact without being tied to time‑recording or billing targets. This is not a traditional private practice role – it’s an in‑house position where your focus is on providing excellent service, not hitting chargeable hour thresholds.

Why This Role Stands Out

• In‑House Probate Work: A rare chance to work in a dedicated probate team within an in‑house environment – no business development, no chargeable hour pressures.
• No Billing Targets: Enjoy the freedom to focus on quality and outcomes – there are no time‑recording or billing targets.
• Supportive, Experienced Team: You’ll be joining a close‑knit, collaborative team who value working together and getting things right.
• Meaningful Work: You’ll be supporting families at one of the most difficult times in their lives – and your professionalism and care will make a genuine difference.
• Structured Onboarding: Receive thorough training in systems (including CLIO), internal processes and commercial values to help you succeed.

What’s In It For You?

As well as an engaging and varied role, you’ll benefit from a strong package:

• Full private medical insurance (currently via AVIVA)
• Healthcare cash plan – covering opticians, dentistry, prescriptions, and more
• 25 days holiday, plus the option to buy an extra week
• Free onsite parking at central Ipswich office – for all staff
• Modern case management system to streamline admin and enhance your workflow
• Flexibility - this role can be 4 or 5 days a week, with varying start time if helpful

What You’ll Be Doing

• Managing your own caseload of probate and intestacy matters from instruction to completion
• Applying for Grants of Representation and overseeing the full estate administration process
• Valuing estates, handling liabilities, collecting assets, and distributing accordingly
• Preparing IHT forms and final accounts
• Communicating with beneficiaries, clients, solicitors, genealogists and institutions
• Working closely with a team of experienced colleagues and senior management
• Helping improve processes and contribute to the wider growth of the department

What We’re Looking For

You’ll be a good fit if you:

• Have experience of managing your own probate caseload (qualification/ level/ title not important)
• Understand intestacy rules and complex family structures
• Are confident with estate administration, tax paperwork and legal compliance
• Communicate clearly and compassionately
• Are naturally productive in a non‑target driven environment
• Have excellent attention to detail and strong organisational skills
• Want to work in a role focused on quality, not quantity
• Enjoy working as part of a friendly and collaborative team

Let’s Start a Conversation

Whether you’re actively seeking your next move or simply exploring what else might be out there, we’d love to have a confidential chat. Contact Clara on clara@clararoseconsultancy.co.uk or 07971 493048.