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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 with a strong reputation.
- 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 attention to detail are preferred but not mandatory.
- Other info: Fully remote work options available, plus a chance to inspire and be inspired by your colleagues.
The predicted salary is between 28000 - 37000 £ per year.
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 a 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
- 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
- Free Office Fruit
Kings Court Trusts 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 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 and relevant legal terminology. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Showcase your customer service skills by preparing examples of how you've successfully managed client relationships in the past. Highlighting your ability to communicate effectively will resonate well with the company's values.
✨Tip Number 3
Research Kings Court Trust and their core values: Pro-activity, Professionalism, Pride, and Politeness. Be ready to discuss how your personal values align with theirs, as cultural fit is crucial for this role.
✨Tip Number 4
Network with professionals in the estate administration field, either through LinkedIn or local events. Building connections can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
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 accuracy, 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 their core principles of pro-activity, professionalism, pride, and politeness.
Showcase Relevant Skills: In your application, emphasise any experience you have with drafting legal documents and handling estates subject to inheritance tax. This will show that you understand the technical aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this position.
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 delivering 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.
✨Align with Company Values
Kings Court Trust values pro-activity, professionalism, pride, and politeness. Familiarise yourself with these values and prepare to explain how you embody them in your work ethic and interactions.
✨Prepare for Technical Questions
Expect questions related to estate administration processes and legal documentation. Brush up on your knowledge of IHT and relevant legal documents, as this will demonstrate your expertise and readiness for the role.
