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For Companies At a Glance
- Tasks: Lead the administration of estates and manage your own caseload.
- Company: Join a friendly local firm with a supportive Private Client team.
- Benefits: Enjoy flexible working hours, generous holiday allowance, and a pension scheme.
- Why this job: Be a trusted advisor while handling complex probate matters and making a real impact.
- Qualifications: 6-8 years' experience in UK probate; qualified Chartered Legal Executive or STEP.
- Other info: Opportunities for referrals with rewards available.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are working with a friendly local firm who are looking to bring in an additional Probate Fee Earner to their Private Client team.
The Role
You will take a leading role in the administration of estates, including high value and complex
matters, and serve as a trusted advisor to clients navigating the probate process. Managing your own caseload, you will be liaising with executors, beneficiaries, HMRC, and other professional parties.
Key Responsibilities
- Manage a full and varied caseload of probate matters, including complex, high-value, and
- taxable estates.
- Prepare and submit probate applications (both online and paper), including IHT205 and
- IHT400 forms.
- Draft detailed estate accounts, deal with the collection and distribution of assets, and handle
- cross-border elements.
- Liaise with executors, beneficiaries, HMRC, financial institutions, and the Probate Registry.
About You
- A minimum of 6-8 years' experience in UK probate and estate administration
- Qualified Chartered Legal Executive or STEP qualified fee earner.
- Proven ability to manage complex matters independently with minimal supervision.
- In-depth knowledge of inheritance tax reporting, estate taxation, and probate processes.
- Experience with international estates, trusts, or business succession matters.
What's in it for you?
- Competitive Salary
- Flexible working office days and flexible working hours
- Generous holiday allowance
- Pension Scheme
If you are interested in this Probate Fee Earner role in Mansfield, then please get in touch with Vicky Cavendish on to find out more information, or if you've a CV to hand, please submit this for review. To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role, then please let them or us know, as we offer a reward for successful referral. For full terms, please visit our website.
Please note our advertisements use PQE and salary level purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Probate Fee Earner employer: Sacco Mann
Contact Detail:
Sacco Mann Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Fee Earner
✨Tip Number 1
Network with professionals in the probate and estate administration field. Attend local legal events or join relevant online forums to connect with others who may have insights or leads on job openings.
✨Tip Number 2
Consider reaching out directly to the firm you’re interested in. A friendly email expressing your interest in their work and asking about potential opportunities can make a positive impression.
✨Tip Number 3
Stay updated on changes in probate law and tax regulations. Demonstrating your knowledge of current trends during interviews can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to managing complex estates. Being able to discuss your experience confidently will show your capability for the role.
We think you need these skills to ace Probate Fee Earner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in UK probate and estate administration. Emphasise your qualifications, such as being a Chartered Legal Executive or STEP qualified, and detail your ability to manage complex matters independently.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Probate Fee Earner role. Mention specific experiences that demonstrate your expertise in handling high-value estates and your knowledge of inheritance tax reporting and probate processes.
Showcase Relevant Skills: When detailing your experience, focus on skills relevant to the role, such as managing caseloads, preparing probate applications, and liaising with various parties like executors and HMRC. Use specific examples to illustrate your capabilities.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the legal field.
How to prepare for a job interview at Sacco Mann
✨Showcase Your Experience
Make sure to highlight your 6-8 years of experience in UK probate and estate administration. Be prepared to discuss specific cases you've managed, especially those involving complex or high-value estates.
✨Demonstrate Your Knowledge
Brush up on inheritance tax reporting and the probate process. You might be asked about IHT205 and IHT400 forms, so having a solid understanding will show that you're well-prepared for the role.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle complex matters independently. Think of examples where you successfully navigated challenges in estate administration and how you liaised with various parties.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to managing probate cases and their client relationships. This shows your genuine interest in the role and helps you gauge if the firm is the right fit for you.
