Opportunity for a Probate Manager with a Leading Private Client Firm


We are currently representing an esteemed firm known for their dedication to private clients and are seeking a motivated Probate Manager to enhance their Trust Team. This is an exceptional opportunity for a professional with a strong background in probate and estate administration to join a first-class team within a firm that champions a culture of advancement and learning.

Why You Should Consider This Role

• Reputation for Excellence: Align yourself with a respected firm for its client-centric approach and exceptional service.
• Work-Life Synergy: Enjoy the benefits of a supportive work environment that endorses hybrid working models and flexible hours, ensuring you maintain a healthy balance.

Your Role and Responsibilities
As a Probate Manager, you will be entrusted with a range of duties, including:

• Client Interaction: Work closely with Partners, Directors, and clients, providing your expertise from initial consultations to the resolution of complex cases.
• Case Management: Handle a diverse caseload involving both taxable and non-taxable estates, from valuation to final distribution.
• Inheritance Tax Mastery: Prepare all necessary Inheritance Tax forms and advise on allowances, ensuring clients receive knowledgeable guidance tailored to their circumstances.
• Probate Administration: Oversee the application process for grants of probate and coordinate effectively with HMRC, HMCTS, and third parties as necessary.
• Financial Stewardship: Ensure meticulous maintenance and preparation of estate accounts and if applicable, the preparation of estate tax returns and beneficiary statements.
• Strategic Collaboration: Partner with executors and in-house teams to manage the collection, liquidation, and distribution of estate assets and liabilities.

If you have the ambition and the expertise in probate management, we invite you to apply and contribute to a team where your growth is as valued as the clients you'll serve.

Apply Today to Step into a Role Where Your Probate Management Skills Will Shine.