Junior Probate Case Manager Full-time, Permanent | Maidenhead (Hybrid 3 days in the office) | Up to £55,000 per annum
Join the UK's fastest-growing probate business At Dignity Legal Services (formerly Farewill Probate), we're combining technology, compassion and serious legal expertise to reshape the probate industry.
In the last 12 months, we've grown from a team of 2 to 32 - and we're still at the very beginning.
We're building a category-defining probate business: one that delivers a radically better experience for families, while scaling with the rigour of a modern tech company.
This is a rare moment to join - not as a passenger, but as a key part of what we're building.
Purpose of the Role: This role delivers probate and estate administration services by managing a caseload of non-complex matters, developing deeper legal expertise , and supporting senior colleagues on complex estates.
The Junior Case Manager balances compassionate client care during sensitive periods with operational efficiency and legal accuracy .
Performance Measures:
Case Progression & Throughput: Case completion rates and progression efficiency across non-complex matters . Documentation & Application Accuracy: Accuracy of probate applications, IHT forms, and estate accounts . Client Satisfaction: Positive CSAT/NPS feedback and empathetic client communications during sensitive life events. Compliance & Quality Standards: Adherence to internal SLA targets, compliance protocols, and legal quality standards. Key Responsibilities:
Casework:
Manage a caseload of non-complex probate and estate administration matters under supervision. Asset & Liability Gathering:
Obtain asset and liability details from financial institutions, utilities, and third parties. Application & Document Preparation:
Prepare probate applications, Inheritance Tax (IHT) forms, estate accounts, and routine legal correspondence. Stakeholder Liaison:
Maintain regular, empathetic communication with executors, beneficiaries, financial institutions, and external organisations. Complex Case Support:
Assist Senior Case Managers on complex, high-value estates and technical matters. System Maintenance:
Maintain accurate case records using case management systems and operational tooling Would suit someone who
Typically possesses 1-4 years' probate experience or is progressing from a Trainee Solicitor / Apprentice path. Has a strong technical background in complex estate administration and Inheritance Tax . I s eager to build technical probate knowledge . E xcels at client care during sensitive life events, and thrives in a tech-enabled, team environment Knowledge, Skills and Experience required: Experience:
1-4 years' experience in probate, estate administration, or private client work . Alternative Entry: 5 years' relevant experience, ideally working toward a formal legal qualification Education/ Qualification:
Law degree, CILEX, Paralegal qualification, or equivalent experience. Working toward professional legal qualifications (SQE/ CILEx ) is desirable . Technical
Proficient in case management systems (e.g., Oracle, Exizent ) and MS Office . Comfortable using and adopting AI tooling and legal technology to enhance workflow speed. Strong attention to detail and legal document drafting skil ls. General
Empathetic, client-centric communication during sensitive periods. Strong organisational, deadline, and multi-tasking abilities . Eager attitude with the ability to work independently while seeking technical guidance when appropriate What you can expect from us Whether you're stepping into broader responsibility or deepening your expertise, we'll support you with a benefits package designed to help you thrive, both professionally and personally.
Time to recharge
- 25 days' annual leave plus
Junior Probate Case Manager in London employer: Dignity Funerals Limited
A Spicer & Sons Funeral Directors is an exceptional employer that values compassion and professionalism in the sensitive field of funeral services. Located in Harrow, we offer a supportive work culture that prioritises employee well-being and growth, providing opportunities for continuous training and development. Join us to make a meaningful impact in the community while enjoying competitive benefits and a fulfilling career path.
