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- Tasks: Manage probate cases and provide top-notch service to clients and beneficiaries.
- Company: Join a supportive team in a reputable firm focused on client care.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real difference in people's lives while developing your skills in a vital field.
- Qualifications: Experience in will writing and a solid grasp of inheritance tax is a plus.
- Other info: Opportunity for career growth and to lead less experienced team members.
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 some 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
- 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.
Assistant Probate Manager in Manchester employer: ZEDRA Group
Contact Detail:
ZEDRA Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Probate Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the probate field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those face-to-face meetings! Brush up on your communication skills and be ready to explain your understanding of probate processes clearly. Show that you can handle complex cases with confidence.
✨Tip Number 3
Stay organised! Use tools or apps to keep track of your applications and follow-ups. This will help you manage your time effectively and ensure you don’t miss any opportunities.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at StudySmarter.
We think you need these skills to ace Assistant Probate Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Assistant Probate Manager role. Highlight any relevant experience with probate cases, client communication, and administration tasks to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our needs. Don’t forget to mention your understanding of inheritance tax and any will writing experience.
Showcase Your Team Spirit: We love team players! In your application, share examples of how you’ve worked collaboratively in the past. Mention any instances where you’ve supported less experienced colleagues or contributed to process improvements.
Apply Through Our Website: To make sure your application gets to us quickly, apply directly through our website. It’s the best way for us to see your application 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 these topics confidently will show that you're serious about the role and understand the complexities involved.
✨Show Off Your Communication Skills
Since you'll be dealing with vulnerable beneficiaries and Legal Personal Representatives, practice how you explain complex information in a simple way. Think about examples from your past where you've had to communicate sensitive information effectively.
✨Demonstrate Your Independence
Prepare to talk about times when you've taken initiative and driven matters forward independently. This role requires someone who can manage their own workload, so have specific examples ready that highlight your proactive approach.
✨Team Player Vibes
Even though you'll be working independently, this role involves teamwork too. Be ready to discuss how you've collaborated with others in the past and any initiatives you've implemented for process improvement. Show that you can balance both individual and team responsibilities.
