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- Tasks: Support the team with tax and accounts services for estates and beneficiaries.
- Company: Dynamic law firm offering hybrid working and a supportive environment.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a growing sector and develop your skills in estate and probate management.
- Qualifications: 5+ years as a Probate Executive with strong client care and communication skills.
- Other info: Collaborative team atmosphere with a focus on career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Probate Executive
Leamington Spa/Hybrid working
We are seeking a Probate Administrator/Executive to support the senior team with Tax and accounts services for estates and beneficiaries. The role will suit an ambitious professional, eager to develop their skills in the estate and probate sector. You will work on a number of client probate services, including inheritance tax, estate management, accounts and beneficiary statements.
Key Duties:
- Drafting inheritance tax and probate application forms, and preparing inheritance tax calculations for manager and director review
- Drafting covering emails and letters explaining the forms and processes to clients and setting out the inheritance tax payments and arrangements
- Assisting with the estate administration process, including preparing letters and forms to close accounts and sell shares
- Liaising with HMRC, HMCTS and third parties as required
- Assisting with the preparation of trust and estate tax returns and beneficiary statements R185 for the administration period, and 60-day UK property CGT returns
- Liaising with clients and third parties, and identifying and referring queries to partners, directors or managers.
About you:
- Experience working as a Probate Executive for a law firm – Ideally 5 years+ experience
- Good understanding of inheritance tax, computations and the probate process, and experience of using MyHMCTS for online probate applications.
- Excellent client care and client support skills
- Excellent communication skills are essential alongside strong negotiation skills
- Ability to work to deadlines, to prioritise and manage a varied caseload
- Ability to work well as part of a team and on your own initiative
- High standard of verbal and numerical reasoning
- Ability to analyse, evaluate and communicate information logically
- Professional and effective communication with team members and contacts
Probate Administrator employer: Wright Hassall LLP
Contact Detail:
Wright Hassall LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Administrator
✨Tip Number 1
Network like a pro! Reach out to professionals in the probate sector through LinkedIn or local events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of inheritance tax and the probate process. We recommend practising common interview questions with a friend to boost your confidence and ensure you shine during the real deal.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like drafted forms or client communications, to demonstrate your expertise. We love seeing candidates who can back up their claims with real-life experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to make a difference in the estate and probate sector.
We think you need these skills to ace Probate Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Probate Administrator role. Highlight your experience in inheritance tax and the probate process, as well as any relevant skills that match what we're looking for.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for the estate and probate sector and how your background aligns with our needs. Keep it professional but let your personality shine through!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure to demonstrate your ability to convey complex information clearly. Use examples from your past experiences where you effectively communicated with clients or colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Wright Hassall LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of inheritance tax and the probate process. Familiarise yourself with MyHMCTS and be ready to discuss how you've used it in past roles. This shows you're not just a candidate, but someone who understands the ins and outs of the job.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated with clients and colleagues in the past. Think about times when you had to explain complex information clearly or negotiate successfully.
✨Demonstrate Your Client Care Approach
Be ready to talk about your client care philosophy. Share specific instances where you went above and beyond for a client or resolved a tricky situation. This will highlight your commitment to providing top-notch support.
✨Prepare for Scenario Questions
Expect questions that put you in hypothetical situations related to estate management or dealing with HMRC. Practise your responses to these scenarios, focusing on your problem-solving skills and ability to prioritise tasks under pressure.
