At a Glance
- Tasks: Manage probate cases and provide top-notch service to clients and beneficiaries.
- Company: Join a supportive team in a reputable estate administration firm.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth and to lead less experienced team members.
- Why this job: Make a real difference in people's lives while developing your skills in a meaningful field.
- Qualifications: 6+ years in estate administration; strong communication and organisational skills required.
The predicted salary is between 40000 - 50000 £ per year.
As Assistant Probate Manager, you will take full responsibility for the end to end administration of a book of probate cases, providing a first-class service to beneficiaries and Legal Personal Representatives (‘LPRs’). Support with some administration tasks is provided by a dedicated support team. You may also be required, on occasion, to attend face to face meetings with beneficiaries/LPRs. This will involve explaining our service including fees and collecting and collating the financial paperwork of the deceased.
Key Accountabilities
- Full responsibility for the end to end administration of a book of probate cases varying in complexity, including complex cases e.g. taxable estates, estates including agricultural, business and overseas assets, and estates where we are on notice of a claim.
- Act largely independently and be proactive in driving matters forward, through effective prioritisation of workload, to ensure the timely and efficient delivery of quality service.
- Strong client relationship/communication skills as regular, quality communications with vulnerable beneficiaries/clients is a key part of the role.
- Some supervision of less experienced team members.
- Be a team player with the ability to actively identify and implement business initiatives for process improvement.
- Accurate record keeping (including time recording) and preparation of estate accounts using the preferred estate administration package.
Knowledge and Experience
- Over 6 years estate administration experience.
- Some will writing experience is desirable.
- A solid understanding of inheritance tax including the availability of all reliefs and exemptions and experience with grossing up.
- Self-driven with the ability to work largely independently but with supervision.
- Ability to work as part of a team.
- Planning and organisational skills are key to this role together with effective time management skills.
- Proficient with MS Office suite.
- Ideally, STEP qualified or working towards the qualification.
Locations
Assistant Probate Manager in Cheshire, Warrington employer: ZEDRA Group
Join a leading firm that values its employees by offering a supportive work culture and opportunities for professional growth. As an Assistant Probate Manager, you will benefit from a dedicated support team, enabling you to focus on delivering exceptional service to clients while developing your skills in a collaborative environment. Located in a vibrant area, the company promotes a healthy work-life balance and encourages innovation, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Probate Manager in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the probate and estate administration field. Attend industry events or join relevant online groups. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to probate cases. Think about how you can showcase your experience with complex estates and your client communication skills. We want to see you shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team and taking on the responsibilities of an Assistant Probate Manager.
We think you need these skills to ace Assistant Probate Manager in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Assistant Probate Manager role. Highlight your estate administration experience and any relevant qualifications, like STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your client relationship skills and how you handle complex probate cases. We love a good story!
Showcase Your Communication Skills:Since this role involves regular communication with beneficiaries and LPRs, make sure to highlight your strong communication skills in your application. We need someone who can connect with clients effectively and compassionately.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to see what you bring to the table!
How to prepare for a job interview at ZEDRA Group
✨Know Your Probate Stuff
Make sure you brush up on your estate administration knowledge, especially around inheritance tax and reliefs. Being able to discuss complex cases confidently will show that you're the right fit for the role.
✨Show Off Your Communication Skills
Since you'll be dealing with vulnerable beneficiaries and Legal Personal Representatives, practice explaining complex information in a clear and empathetic way. Role-play with a friend to get comfortable with these conversations.
✨Demonstrate Your Independence
Prepare examples of how you've successfully managed your workload independently in the past. Highlight times when you took the initiative to drive matters forward without needing constant supervision.
✨Team Player Vibes
Think of instances where you've collaborated with others or helped less experienced team members. Showing that you can work well in a team while also identifying process improvements will make you stand out.
