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For Companies At a Glance
- Tasks: Manage your own caseload of probate matters from start to finish.
- Company: Join a reputable law firm known for personalised legal solutions and a warm approach.
- Benefits: Enjoy a competitive salary, supportive team environment, and autonomy in your role.
- Why this job: Make a real impact by helping clients during challenging times in a collaborative setting.
- Qualifications: Experience in handling probate cases is essential; legal qualifications are a plus but not mandatory.
- Other info: This role offers stability and the chance to build strong client relationships.
A reputable and long-standing law firm is seeking a Probate Manager to join their close-knit team in Heathfield. This role offers a fantastic opportunity for an experienced individual to take full ownership of their own caseload of probate matters, from instruction through to completion. This firm specialises in property and private client work and prides itself on delivering personalised legal solutions with a warm, collaborative approach.
About the Role:
As a Probate Manager, you will be responsible for managing a varied caseload of probate matters independently, with minimal supervision. You’ll be the key point of contact for clients throughout the process, offering a compassionate and professional service during what is often a difficult time. Your responsibilities will include:
- Managing the full lifecycle of probate cases from start to finish
- Preparing and submitting applications for Grants of Probate
- Liaising with clients, beneficiaries, financial institutions, and HMRC
- Administering estates including gathering assets, paying liabilities, and distributing estate funds
- Drafting relevant legal documentation and maintaining accurate records
Requirements:
- Proven experience handling probate cases independently
- Confidence in managing files from initial instruction through to conclusion
- Strong communication and client care skills
- Excellent attention to detail and organisational abilities
- Legal qualification preferred but not essential – applications welcome from both qualified and non-qualified individuals with relevant experience
Why Join This Firm?
- Supportive, Friendly Team: Be part of a close-knit, collaborative environment where your work is appreciated
- Stability and Reputation: Join a respected firm with deep roots in the local community
- Autonomy: Take ownership of your own caseload and build strong relationships with clients
- Competitive Salary: Up to £42,000 depending on experience
If you’re an experienced probate professional looking to take the next step in your career within a welcoming and stable firm, we’d love to hear from you. Apply today with your CV to find out more.
Probate Manager employer: Gerrard White
Contact Detail:
Gerrard White Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Manager
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in probate law. Attend local legal events or join relevant online forums to connect with others who may have insights or leads on job openings.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, recent cases, and community involvement. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage probate cases independently. Highlight your communication skills and how you've provided compassionate support to clients during challenging times.
✨Tip Number 4
Follow up after your application or interview with a polite email expressing your gratitude for the opportunity. This not only shows your enthusiasm for the role but also keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Probate Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the Probate Manager position. Tailor your application to highlight your relevant experience in managing probate cases.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience with probate matters. Emphasise your ability to manage cases independently and your strong communication skills, as these are crucial for the role.
Write a Personalised Cover Letter: Include a cover letter that reflects your understanding of the firm’s values and your enthusiasm for the role. Mention specific experiences that demonstrate your capability to handle a varied caseload and provide compassionate client care.
Double-Check Your Application: Before submitting, review your application for any errors or missing information. Ensure that all requested documents are included and that your contact details are correct, as this will facilitate communication from the firm.
How to prepare for a job interview at Gerrard White
✨Showcase Your Experience
Be prepared to discuss your previous experience handling probate cases. Highlight specific examples where you managed a caseload independently, demonstrating your ability to take ownership and deliver results.
✨Demonstrate Compassionate Client Care
Since this role involves working with clients during difficult times, emphasise your strong communication skills and your approach to providing compassionate support. Share examples of how you've successfully built relationships with clients in the past.
✨Prepare for Technical Questions
Brush up on your knowledge of the probate process, including preparing and submitting applications for Grants of Probate. Be ready to answer technical questions that may arise during the interview to showcase your expertise.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and expectations for the Probate Manager role. This shows your genuine interest in the position and helps you assess if the firm is the right fit for you.
