At a Glance
- Tasks: Manage probate cases with a focus on quality and compassion, supporting families during tough times.
- Company: Join a respected organisation with a supportive in-house probate team.
- Benefits: Enjoy full medical insurance, 25 days holiday, and flexible working options.
- Other info: Collaborative environment with structured onboarding and excellent career growth opportunities.
- Why this job: Experience meaningful work without the stress of billing targets or time pressures.
- Qualifications: Experience managing probate cases and understanding intestacy rules is essential.
The predicted salary is between 30000 - 40000 £ per year.
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?
- 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
- 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.
In-House Probate Executive - no targets! in Essex employer: Clara Rose Consultancy
Join a highly respected organisation as an In-House Probate Executive in Ipswich, where you can focus on delivering exceptional service without the stress of billing targets. Enjoy a supportive work culture with a collaborative team, comprehensive training, and a strong benefits package including private medical insurance and flexible working options. This role offers meaningful work that truly makes a difference in people's lives during challenging times.
