At a Glance
- Tasks: Support families through bereavement with expert guidance and compassionate service.
- Company: Kings Court Trust, a leader in probate consultancy with a caring culture.
- Benefits: Quarterly bonuses, 25+ days holiday, health cash plan, and flexible working options.
- Other info: Hybrid working with opportunities for growth and a supportive environment.
- Why this job: Make a real impact during life's toughest times while developing your career.
- Qualifications: Experience in probate sales and strong communication skills are preferred.
The predicted salary is between 45000 - 55000 £ per year.
Location - Central Bristol /Hybrid (2-3 days in office)
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.
- You can find out more about us via: https://www. kctrust. co. uk/about-us
- 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
As a Probate Consultant you will look to maximise sales opportunities and successfully handle enquiries from clients and business partners, follow up leads, and nurture them through the sales process with a consultative approach.
This is a great opportunity for anyone with Probate sales experience, we can offer you excellent training and support to develop your career here at Kings Court Trust.
Duties include
- Manage client pipeline, taking clients from their initial enquiry to quotation and contract signature
- Provide detailed probate information and guidance, including on technical matters
- Providing excellent end-to-end customer service, offering clear communication and support
- Identifying opportunities to upsell/cross-sell services
- Meet and exceed sales and performance targets
- What we’re looking for
Qualifications are desirable but not essential, we are looking for individuals with some of the following experience:
- Demonstrable probate knowledge, including at a technical level, ideally from working in the industry for at least 3-4 years
- Sales experience in a probate or other professional services environment
- Confidence to drive a sale whilst maintaining empathy for our customers and clients.
- Ability to build and nurture positive working relationships both internally and externally.
- Able to work autonomously and effectively prioritise your own workload.
- Previous experience using a CRM (Salesforce preferred)
- Ability to work to set KPI’s.
- Previous experience in a sales-based role.
- What we can offer you
We believe in rewarding great work. For this role we offer the following benefits from day 1:
- Quarterly bonus scheme
- 25 days plus bank holidays, increasing annually to 30.
- Health Cash Plan – Cash back for Dental, optical, and other treatments
- Employee discounts across a range of products and services.
- Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy.
- Company pension scheme – matching up to 5%
- Income protection insurance
- Life assurance policy
- Enhanced family leave (upon completion of probation)
- Cycle to work scheme
- Employee Assistance Programme
- 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
- Hybrid with a minimum of 2-3 days per week at our office 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 the hiring manager 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 the hiring manager(s)(up to 60mins) (or up to 90mins with task).
- 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
- 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.
For any queries you may have before applying please contact the recruitment team via recruitment@kctrust. co. uk
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.
Probate Consultant employer: Kings Court Trust
At Kings Court Trust, we pride ourselves on being a supportive employer that values our employees' growth and well-being. With a people-first culture, flexible working options, and a comprehensive benefits package including a health cash plan and enhanced family leave, we ensure our team feels valued and empowered. Join us in making a meaningful impact during life's most challenging times while advancing your career in a nurturing environment located in the heart of Bristol.
StudySmarter Expert Advice🤫
We think this is how you could land Probate Consultant
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Kings Court Trust. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Kings Court Trust.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Kings Court Trust. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Probate Consultant
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Kings Court Trust and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Kings Court Trust how you can be a team player!
How to prepare for a job interview at Kings Court Trust
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Kings Court Trust.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Kings Court Trust's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
