At a Glance
- Tasks: Manage complex taxable estates and provide exceptional service to clients.
- Company: Respected provider of Probate and Estate Administration services.
- Benefits: Competitive salary, 25-30 days holiday, pension contributions, and more.
- Other info: Flexible part-time hours and opportunities for professional growth.
- Why this job: Make a real difference while working remotely with a supportive team.
- Qualifications: 5+ years experience in relevant field and STEP/TEP or CILEX qualification.
The predicted salary is between 50000 - 60000 € per year.
Our client is a highly respected provider of Probate and Estate Administration services, and we are pleased to be recruiting for an experienced Senior Associate to join their friendly team.
As a Senior Associate, you will be responsible for managing a case load of complex taxable estates – carrying out full reviews, completing all technical work, and providing the highest standard of service excellence to bereaved clients. In addition to driving the efficient progression of these complex estates, you will be expected to lead by example, share best practice, and support learning and development across the department.
This role can be fully remote albeit with the expectation to come to the Bristol office for 1-2 days bi-monthly. Substantive part time hours can also be considered.
In return, you will receive a competitive salary and fantastic benefits package, including:
- 25 days holiday increasing with each year of service up to a maximum of 30 days
- Buy or carry over 5 days holiday each year
- Pension contribution matched up to 5%
- Group life assurance
- Group income protection
- Optional salary sacrifice benefits, and more!
Due to the nature of this role, you will require:
- 5+ years’ relevant experience
- STEP/TEP (or working towards), or CILEX/qualified solicitor
If this sounds of interest, then please get in touch or apply today. We are accepting applications now for interviews taking place very soon.
Senior Associate (Financial Performance) employer: Pear Tree Recruitment
Our client is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee well-being and professional growth. With the flexibility of remote work and a competitive benefits package, including generous holiday allowances and pension contributions, this role provides a meaningful opportunity to make a difference in the lives of bereaved clients while advancing your career in a respected firm.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate (Financial Performance)
✨Tip Number 1
Network like a pro! Reach out to your connections in the probate and estate administration field. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Associate role.
✨Tip Number 2
Prepare for those interviews! Research common questions related to managing complex taxable estates and brush up on your technical knowledge. We want you to shine and show them you’re the best fit for their team.
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss how you’ve led teams or projects in the past. We believe that demonstrating your ability to share best practices and support learning will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed. We’re excited to see your application come through and can’t wait to help you take the next step in your career.
We think you need these skills to ace Senior Associate (Financial Performance)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Associate role. Highlight your experience with complex taxable estates and any relevant qualifications like STEP or CILEX.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about probate and estate administration, and how your background makes you the perfect fit for our friendly team.
Showcase Your Service Excellence:Since this role involves providing top-notch service to bereaved clients, share examples of how you've delivered exceptional client care in your previous roles. We want to see your commitment to service excellence!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Pear Tree Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of probate and estate administration. Familiarise yourself with the latest regulations and best practices in the field. This will not only help you answer technical questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience managing complex taxable estates. Think about challenges you've faced, how you overcame them, and the impact of your work. This will demonstrate your capability and give the interviewers a clear picture of what you can bring to their team.
✨Emphasise Teamwork and Leadership
Since this role involves leading by example and supporting learning across the department, be ready to discuss your approach to teamwork and mentoring. Share instances where you've helped colleagues or contributed to a positive team environment, as this will resonate well with the interviewers.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and expectations for the Senior Associate role. This shows that you're not just interested in the job, but also in how you can fit into and contribute to their team. Plus, it gives you a chance to assess if this is the right place for you!
