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- Tasks: Manage probate cases from start to finish while delivering top-notch customer service.
- Company: Join Kings Court Trust, the UK's leading estate administration specialists dedicated to helping families.
- Benefits: Enjoy flexible working, 25-30 days holiday, health cash plan, and employee discounts.
- Why this job: Be part of a growing team that values professionalism, pride, and politeness in a supportive culture.
- Qualifications: Experience in estate administration and excellent customer service skills are preferred but not mandatory.
- Other info: Fully remote or hybrid options available; we value diversity and equal opportunities.
£32,000 - £37,000 per annum
Full or Part Time, Permanent
Flexible location - Fully remote role or Bristol office with hybrid working available if preferred
We are looking for an experienced Associate Personal Estate Manager to join us at an extremely exciting time in the business's growth, to help us deliver our award-winning estate administration service to our clients.
As an Associate Personal Estate Manager you will be:
- Owning a challenging case load from end to end, delivering the full estate administration process including all technical work
- Delivering excellent customer service to your clients
- Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
- Supported by estate coordinators (paralegal equivalents) within your team
- Providing the team and clients with regular estate administration case updates
- Working towards achievable monthly targets
Your experience: we understand you might not tick all of these boxes, but we would encourage you to apply if you do have some of these skills and experience:
- Accuracy and attention to detail
- Ability to use initiative and organise your own case load
- Working with full end to end estate administration
- Delivering excellent customer service to internal and external stakeholders and clients
- Enthusiasm for working within legal services
- Experience working in private client estate administration
- Experienced in handling estates that are subject to IHT
- Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations
Whilst professional experience is of high importance to us as a business in finding the right candidates, it is of equal importance that they are a suitable fit for the culture we offer as a business. We uphold four core values and behaviours: Pro-activity, Professionalism, Pride and Politeness. The right candidates will uphold these values in all aspects of their work whilst inspiring their colleagues to do the same.
What we offer:
- 25 days Holiday Entitlement (Increasing annually to 30)
- Buy or Sell up to 5 days holiday per year
- Health Cash Plan - Cash back for Dental, optical and other treatments
- Employee discounts across a range of high street products
- Quarterly bonus incentive
- Income protection insurance
- Life assurance policy
- Company pension (Matched contribution up to 5%)
- 12 weeks Enhanced Parental leave policy
- Cycle to work scheme
- Employee Assistance Programme
- Free Office Fruit
About Us: Kings Court Trust are proud to be the UK's award-winning leading estate administration specialists, having helped thousands of families receive their inheritance. Our purpose is to help families move on as there's a family just like yours behind every single estate. Our tax and legal teams can advise on any situation. We make sure we understand your situation so we know what matters to you.
Kings Court Trust wants to meet the aims and commitments set out in its equal opportunities policy statement. This includes not discriminating under the Equality Act 2010, and building an accurate picture of the make-up of the workforce in encouraging equality and diversity.
If this role sounds like the perfect role for you then get in touch and apply today!
Associate Probate Case Manager employer: Kings Court Trust
Contact Detail:
Kings Court Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Probate Case Manager
✨Tip Number 1
Familiarise yourself with the estate administration process and relevant legal documents. Understanding terms like 'Instrument of Variations' and 'Deed of Appropriations' will not only boost your confidence but also demonstrate your commitment to the role.
✨Tip Number 2
Showcase your customer service skills during any interactions. Since delivering excellent service is a key part of the job, be prepared to discuss specific examples of how you've gone above and beyond for clients in previous roles.
✨Tip Number 3
Highlight your ability to manage a case load effectively. Be ready to share strategies you’ve used in the past to stay organised and ensure that all aspects of a case are handled efficiently, as this is crucial for the Associate Probate Case Manager role.
✨Tip Number 4
Emphasise your alignment with the company’s core values: Pro-activity, Professionalism, Pride, and Politeness. Think of examples from your work history that reflect these values, as cultural fit is just as important as professional experience.
We think you need these skills to ace Associate Probate Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in estate administration and customer service. Use specific examples that demonstrate your attention to detail and ability to manage a case load effectively.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your values align with theirs, particularly focusing on pro-activity, professionalism, pride, and politeness.
Showcase Relevant Skills: In your application, emphasise skills such as drafting legal documents and handling estates subject to IHT. Provide concrete examples of how you've successfully delivered excellent customer service in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Kings Court Trust
✨Showcase Your Attention to Detail
As an Associate Probate Case Manager, accuracy is key. Be prepared to discuss specific examples from your past work where your attention to detail made a significant difference in the outcome of a case.
✨Demonstrate Your Customer Service Skills
This role emphasises excellent customer service. Think of instances where you went above and beyond for a client or stakeholder, and be ready to share these stories during your interview.
✨Familiarise Yourself with Estate Administration
Brush up on your knowledge of estate administration processes, especially regarding IHT and legal documents like Instruments of Variation. Being able to speak confidently about these topics will show your expertise and readiness for the role.
✨Embody the Company Values
Kings Court Trust values pro-activity, professionalism, pride, and politeness. Reflect on how you can demonstrate these values through your work ethic and interactions, and be ready to discuss how you align with their culture.
