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- Tasks: Manage probate cases and provide top-notch service to clients and beneficiaries.
- Company: Reputable firm with a focus on client care and professional growth.
- Benefits: Competitive salary, supportive team environment, and opportunities for career advancement.
- Why this job: Make a real difference in people's lives while developing your skills in a rewarding field.
- Qualifications: 6+ years in estate administration and strong communication skills required.
- Other info: Join a dynamic team where your contributions are valued and recognised.
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.
- 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.
- Some supervision of less experienced team members may be required.
- 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.
Assistant Probate Manager in Manchester employer: ZEDRA
Contact Detail:
ZEDRA 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. Sometimes, it's all about who you know, so don’t be shy about asking for introductions or advice.
✨Tip Number 2
Prepare for those face-to-face meetings! Brush up on your communication skills and be ready to explain your experience and how you can provide that first-class service to beneficiaries and LPRs. Confidence is key!
✨Tip Number 3
Show off your organisational skills! When you get the chance to discuss your approach to managing complex probate cases, highlight your planning and time management strategies. This will demonstrate your ability to handle the workload effectively.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications from motivated candidates like you. Make sure to tailor your application to showcase your estate administration experience and any relevant qualifications.
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 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. Share specific examples of your experience with probate cases and your client communication skills. We love a good story!
Showcase Your Team Spirit: We value teamwork at StudySmarter, so don’t forget to mention your ability to work collaboratively. Talk about times you've supported colleagues or improved processes. It shows us you’re not just a lone wolf!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into our hands quickly. Plus, it shows us you’re keen on joining our awesome team!
How to prepare for a job interview at ZEDRA
✨Know Your Probate Stuff
Make sure you brush up on your knowledge of estate administration and inheritance tax. Be ready to discuss specific cases you've handled, especially complex ones. This shows you’re not just familiar with the basics but can also navigate tricky situations.
✨Show Off Your Communication Skills
Since you'll be dealing with vulnerable beneficiaries and Legal Personal Representatives, practice explaining complex information in a simple way. Think about examples where you've successfully communicated sensitive information and how you built trust with clients.
✨Demonstrate Your Independence
Prepare to talk about times when you took the initiative in your previous roles. Highlight how you prioritised tasks and drove matters forward without needing constant supervision. This will show that you can handle the responsibilities of the Assistant Probate Manager role.
✨Team Player Vibes
Even though you’ll be working independently, teamwork is key. Think of examples where you’ve supported less experienced colleagues or contributed to process improvements. This will demonstrate that you’re not just about individual success but also about lifting the whole team.