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- Tasks: Lead the probate and estate administration for high-value estates, ensuring compliance and client satisfaction.
- Company: Join Ortus Group, a top-tier law firm known for exceptional private client services.
- Benefits: Enjoy a competitive salary, benefits package, and opportunities for career growth in a supportive environment.
- Why this job: Work on prestigious cases, collaborate with experts, and make a real impact in clients' lives.
- Qualifications: Extensive probate experience, strong understanding of trusts, and excellent communication skills required.
- Other info: STEP qualification or equivalent experience is highly desirable.
The predicted salary is between 43200 - 72000 £ per year.
Job Title: Probate Manager
Location: London, Top-Tier Private Client Law Firm
About the Firm
Ortus Group is working with a highly regarded, top-tier city law firm known for its exceptional Private Client department. The firm advises a distinguished clientele, including high-net-worth individuals, families, business owners, and trustees, on estate planning, trust management, and probate matters. The firm are recognized for delivering bespoke legal solutions and outstanding client service.
The business has a private client department that services some of the highest quality work available within the city. The probate team works closely with the Tax, Trust and Estate team as you would expect and as a result this is a very important hire for the business.
Role Overview
The Probate Manager will play a pivotal role in managing all aspects of probate and estate administration. This leadership position offers the opportunity to work on complex and high-value estates, contribute to the growth of the department, and support the firm’s commitment to excellence in private client services. The ideal candidate will have extensive experience in probate work and a strong understanding of trusts, estate planning, and related tax matters.
Key Responsibilities
- Probate and Estate Administration:
- Oversee the end-to-end administration of a portfolio of complex and high-value estates.
- Prepare and submit probate applications, including Grants of Probate and Letters of Administration.
- Manage the collection, valuation, and distribution of estate assets in accordance with wills or intestacy laws.
- Tax and Compliance:
- Prepare detailed Inheritance Tax (IHT) returns and ensure compliance with IHT, Capital Gains Tax, and Income Tax requirements during estate administration.
- Liaise with HM Revenue & Customs (HMRC) to address tax matters and resolve any disputes.
- Client and Stakeholder Management:
- Act as a primary point of contact for executors, trustees, beneficiaries, and other stakeholders.
- Provide clear, compassionate advice and guidance to clients throughout the probate process.
- Leadership and Team Support:
- Manage junior team members and legal assistants, providing mentoring, support, and supervision.
- Work closely with the Private Client partners and solicitors to develop and refine probate services.
- Process Management and Risk Mitigation:
- Ensure accurate, timely, and compliant administration of estates.
- Identify potential risks or challenges and implement appropriate solutions.
Key Skills and Qualifications
- Extensive experience in probate and estate administration within a legal environment.
- Strong understanding of wills, trusts, estate planning, and tax implications for high-value estates.
- Proven ability to manage complex cases and multiple deadlines effectively.
- Exceptional communication and interpersonal skills with a focus on client care.
- A proactive, detail-oriented approach with a strong sense of responsibility and discretion.
- STEP qualification or equivalent experience is highly desirable.
What We Offer
- Competitive salary and benefits package.
- An opportunity to work with a top-tier private client team handling prestigious and complex matters.
- A supportive, collaborative, and professional working environment with opportunities for further career progression.
Please get in touch to find out more!
Ortus Group | Probate Manager employer: Ortus Group
Contact Detail:
Ortus Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ortus Group | Probate Manager
✨Tip Number 1
Familiarize yourself with the specific probate laws and regulations in the UK, especially those related to high-value estates. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the private client sector, particularly those who specialize in probate and estate administration. Attend relevant legal seminars or workshops to connect with potential colleagues and gain insights into the latest industry trends.
✨Tip Number 3
Showcase your leadership skills by discussing any previous experience managing teams or mentoring junior staff. Highlighting your ability to lead effectively will resonate well with the firm's emphasis on team support and development.
✨Tip Number 4
Prepare to discuss complex cases you've managed in the past, focusing on your problem-solving skills and attention to detail. Being able to articulate your approach to handling challenging probate matters will demonstrate your suitability for this pivotal role.
We think you need these skills to ace Ortus Group | Probate Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Probate Manager position. Tailor your application to highlight your relevant experience in probate and estate administration.
Highlight Relevant Experience: In your CV and cover letter, emphasize your extensive experience in managing complex estates, preparing probate applications, and understanding tax implications. Use specific examples to demonstrate your expertise.
Showcase Communication Skills: Given the client-facing nature of the role, it's crucial to showcase your exceptional communication and interpersonal skills. Provide examples of how you've effectively managed client relationships and provided guidance in previous roles.
Tailor Your Cover Letter: Craft a personalized cover letter that reflects your passion for private client services and your commitment to excellence. Mention why you are interested in working with Ortus Group and how you can contribute to their esteemed probate team.
How to prepare for a job interview at Ortus Group
✨Showcase Your Expertise in Probate
Be prepared to discuss your extensive experience in probate and estate administration. Highlight specific cases where you managed complex estates, detailing the challenges you faced and how you overcame them.
✨Demonstrate Client-Centric Communication
Since the role involves acting as a primary point of contact for clients, practice articulating how you provide clear and compassionate advice. Share examples of how you've successfully guided clients through the probate process.
✨Highlight Leadership Skills
As a Probate Manager, you'll be managing junior team members. Be ready to discuss your leadership style and provide examples of how you've mentored or supported colleagues in previous roles.
✨Understand Tax and Compliance Nuances
Familiarize yourself with Inheritance Tax (IHT) returns and compliance requirements. Be prepared to discuss your experience liaising with HMRC and resolving tax-related disputes, showcasing your attention to detail and proactive approach.
