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- Tasks: Lead the in-house probate and estate administration function while advising clients.
- Company: Professional services business with a focus on probate expertise.
- Benefits: Competitive salary, hybrid working, and opportunities for team development.
- Why this job: Shape the future of probate services and make a real impact.
- Qualifications: 5+ years in probate, leadership experience, and strong client-facing skills.
- Other info: Join a dynamic team and drive growth in a vital service area.
The predicted salary is between 80000 - 95000 £ per year.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Location: East Sussex
Working style: Hybrid
Salary range: £80k - £95k
We are working with a professional services business that is looking for an experienced probate specialist to join them and lead the development of an in-house probate and estate administration function. The role will oversee the transition of work from external providers and shape how the service operates going forward, combining hands-on probate work with leadership, client advisory responsibilities, and service development.
What You'll Be Doing
- Building and leading the in-house probate and estate administration function.
- Managing the transition of probate work from external providers.
- Advising clients on probate, estate administration, trusts, and related matters.
- Recruiting, managing, and developing a probate and estate administration team.
- Designing and embedding processes to ensure compliance and high standards of service.
- Working closely with tax advisers, financial planners, and legal professionals.
- Supporting the ongoing growth and development of the probate offering.
What We're Looking For
- Significant experience in probate and estate administration (typically 5+ years).
- Qualified Solicitor, CILEX Lawyer, or Licensed Probate Practitioner.
- Experience leading or supervising others, or ready to step into a leadership role.
- Strong knowledge of UK probate law, estate administration, and inheritance tax.
- Confident client-facing skills with strong organisation and communication.
Inventum Group is acting as an Employment Agency in relation to this vacancy.
Head of Probate & Estate Administration employer: Inventum Group (Formally Wells Tobias)
Contact Detail:
Inventum Group (Formally Wells Tobias) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Probate & Estate Administration
✨Tip Number 1
Get your networking game on! Reach out to professionals in the probate and estate administration field. We can leverage platforms like LinkedIn to connect with industry leaders and join relevant groups. This way, we can stay updated on job openings and even get referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK probate law and estate administration. We should practice common interview questions and scenarios that might come up, especially around client advisory roles. Confidence is key, so let’s make sure we know our stuff!
✨Tip Number 3
Showcase your leadership skills! If you’ve led teams or projects before, be ready to share those experiences. We want to highlight how we can build and manage a team effectively, as this role is all about leading the in-house function.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We can tailor our CV and cover letter specifically for the role, emphasising our relevant experience and skills in probate and estate administration.
We think you need these skills to ace Head of Probate & Estate Administration
Some tips for your application 🫡
Get Your CV Spot On: Make sure your CV is tailored to highlight your experience in probate and estate administration. We want to see your qualifications and any leadership roles you've held, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Head of Probate & Estate Administration role. Share your passion for the field and how you can lead our team to success.
Showcase Your Client-Facing Skills: Since this role involves advising clients, make sure to mention any relevant experiences where you’ve demonstrated strong communication and organisational skills. We love candidates who can connect with clients effortlessly!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity as soon as possible.
How to prepare for a job interview at Inventum Group (Formally Wells Tobias)
✨Know Your Stuff
Make sure you brush up on your knowledge of UK probate law and estate administration. Be ready to discuss specific cases or scenarios where you've successfully navigated complex probate issues. This will show that you’re not just familiar with the theory but have practical experience too.
✨Show Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've managed or developed others in previous positions. Highlight any leadership experiences, even if they were informal, to demonstrate your readiness for this role.
✨Client Advisory Focus
This position requires strong client-facing skills, so think about times when you've successfully advised clients on sensitive matters. Prepare to discuss your approach to client relationships and how you ensure high standards of service.
✨Process Improvement Mindset
The job involves designing and embedding processes for compliance and service quality. Come equipped with ideas on how you would improve existing processes or implement new ones. This shows that you're proactive and focused on continuous improvement.
