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- Tasks: Manage probate cases and provide top-notch service to clients and beneficiaries.
- Company: Join a leading firm in financial services with a supportive team culture.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Why this job: Make a real difference in people's lives while developing your skills in finance.
- Qualifications: Strong writing skills and understanding of inheritance tax preferred.
- Other info: Dynamic environment with potential for career advancement.
The predicted salary is between 36000 - 60000 £ 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, agricultural, business and overseas assets, and estates where we are on notice of a claim.
- Ability to 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.
- May supervise less experienced team members.
- Team player with 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.
- Strong writing experience is desirable.
- 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, effective time management.
- Proficient with MS Office suite.
- Ideally STEP qualified, or working towards the qualification.
Assistant Probate Manager in Knutsford employer: ZEDRA Group
Contact Detail:
ZEDRA Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Probate Manager in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the probate and financial services sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by practising common questions related to probate management. Think about how you can showcase your client relationship skills and your ability to handle complex cases.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Assistant Probate Manager role. We love seeing applications directly from motivated candidates like you!
We think you need these skills to ace Assistant Probate Manager in Knutsford
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Assistant Probate Manager role. Highlight your relevant experience in probate administration and client communication, as these are key aspects of the job.
Showcase Your Writing Skills: Since strong writing experience is desirable, don’t shy away from demonstrating your writing abilities. Use clear and concise language in your application to reflect your communication skills.
Highlight Your Independence: We’re looking for someone who can work independently and proactively. In your application, share examples of how you've successfully managed complex cases or projects on your own.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get you into the process smoothly!
How to prepare for a job interview at ZEDRA Group
✨Know Your Probate Stuff
Make sure you brush up on your knowledge of probate administration, especially around inheritance tax and the various reliefs and exemptions. Being able to discuss complex cases confidently will show that you're ready 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 or family member to get comfortable with this.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've effectively managed your workload in the past. Think about times when you had to prioritise tasks or handle multiple cases at once, and be ready to share these stories during the interview.
✨Team Player Vibes
Be ready to discuss how you've worked as part of a team in previous roles. Highlight any experiences where you've helped less experienced colleagues or contributed to process improvements, as this aligns with the job's requirements.
