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- Tasks: Manage estates, provide support, and mentor junior colleagues in a compassionate environment.
- Company: Kings Court Trust offers award-winning estate administration services with a focus on empathy and support.
- Benefits: Enjoy flexible working, 25 days holiday, health cash plan, and a quarterly bonus incentive.
- Why this job: Make a real impact during challenging times while growing in a supportive, people-first culture.
- Qualifications: Experience in estate administration is preferred, but qualifications are not essential.
- Other info: Hybrid working options available; application process is straightforward and supportive.
The predicted salary is between 27000 - 37000 £ per year.
Associate Probate Case Manager (internally known as Associate Personal Estate Manager)
£32,000 – £37,000 per annum + Quarterly bonus incentive
Full or Part Time, Permanent
Flexible location – Working from home and our Bristol office (hybrid)
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.
About Us
At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.
Our Purpose
To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.
What You\’ll Be Doing:
- Take ownership and responsibility for all individual estates ensuring you provide the right levels of contact, support and advice to your clients and business partners.
- Effectively manage and progress a full caseload of approximately 45-60 with the average complexity tier being Tier 2 or higher.
- Take responsibility for the coaching and mentoring of junior colleagues including the checking and signing off work.
- Work with the Team Mangers and the wider business in arranging and carry out training plans and sessions for staff members including training sessions in 1-2-1 or group environment either in the office or online via Microsoft Teams.
- Contributing to continuous improvement and innovation in how we work.
What We\’re Looking For
Qualifications are desirable but not essential. We are looking for individuals with some of the following experience:
- Working with full end – to end estate administration.
- Delivering excellent customer service to internal and external stakeholders and clients.
- 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.
The type of person you\’ll be:
- Have keen accuracy and attention to detail.
- Ability to use initiative and organise your own case load.
- Enthusiasm for working within legal services.
- A strong communicator—clear, empathetic, and confident.
- A proactive, solutions-focused individual.
- Possess the ability to work independently and as part of a collaborative team.
What We Can Offer You
We believe in rewarding great work. For this role we offer the following benefits from day 1:
- 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
- PERKS – 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
Why Join Us
- A supportive, people-first culture
- Opportunities for growth and development
- A chance to make a real impact during life\’s most challenging times
- Hybrid and flexible working options to suit your needs
Where You\’ll Be Working
From home, and from our offices based at Spectrum House, Bond Street Bristol, BS1 3LG.
Hiring Process – What To Expect
We like to keep things clear and straightforward. Here\’s what you can expect:
- Application review – We review applications on a rolling basis and will contact you when shortlisted.
- Initial chat – A short call with Charlotte to get to know you better. There will be some element of competency here, but we aim for it to be more conversational (30mins).
- Interview – This is your competency-based interview with Lee Rossiter, Ali Yeates and Charlotte Toogood (up to 60mins).
- Task (if applicable) – A chance to show us how you think, this may be part of the interview or done before/after, depending on the role.
- Final Stage (if applicable) – Meet more of the team and ask any final questions.
- Feedback – We will contact you following your interview, typically within 1 week.
- Support – We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments, whether that\’s for an interview or any part of the process, please let us know. We\’re happy to have a conversation about how we can best support you.
Ready to apply
If Kings Court Trust sounds like the kind of place where you\’d thrive, we\’d love to hear from you. Apply now and help us shape the future of estate administration.
Equality, Diversity & Inclusion
At Kings Court Trust, we\’re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience – nothing else.
We\’re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do.
By applying for this role, you\’re sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy, available on our website.
Associate Probate Case Manager in Bristol 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 in Bristol
✨Tip Number 1
Familiarise yourself with the estate administration process, especially if you have experience in handling estates subject to Inheritance Tax (IHT). This knowledge will help you demonstrate your understanding of the complexities involved during the interview.
✨Tip Number 2
Prepare to discuss your customer service experience in detail. Think of specific examples where you've provided exceptional support to clients or stakeholders, as this role heavily relies on effective communication and empathy.
✨Tip Number 3
Showcase your ability to work independently and manage a caseload effectively. Be ready to explain how you prioritise tasks and maintain accuracy under pressure, as these skills are crucial for the Associate Probate Case Manager position.
✨Tip Number 4
Research Kings Court Trust's values and culture. Understanding their commitment to supporting families through bereavement will allow you to align your answers with their mission during the interview, making you a more appealing candidate.
We think you need these skills to ace Associate Probate Case Manager in Bristol
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 ability to manage caseloads and provide support to clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the sensitive nature of the role. Emphasise your empathy, communication skills, and any relevant experience you have in legal services or estate management.
Showcase Your Skills: In your application, clearly outline your skills related to accuracy, organisation, and initiative. Mention any experience with drafting legal documents or handling estates subject to inheritance tax, as these are key aspects of the role.
Prepare for the Interview: Research common competency-based interview questions and prepare your answers. Think about how your past experiences align with the responsibilities of the Associate Probate Case Manager role and be ready to discuss them.
How to prepare for a job interview at Kings Court Trust
✨Understand the Role
Make sure you have a clear understanding of what an Associate Probate Case Manager does. Familiarise yourself with estate administration processes and the specific responsibilities mentioned in the job description, such as managing caseloads and providing support to clients.
✨Show Empathy and Communication Skills
Since this role involves working with families during sensitive times, demonstrate your ability to communicate clearly and empathetically. Prepare examples from your past experiences where you've successfully handled difficult conversations or provided exceptional customer service.
✨Prepare for Competency Questions
Expect competency-based questions during the interview. Think about situations where you've demonstrated keen attention to detail, initiative, and problem-solving skills. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Ask Insightful Questions
At the end of the interview, be ready to ask thoughtful questions about the company culture, training opportunities, and how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
