Probate Associate/Probate Manager

We have a fantastic opportunity for a Probate Associate/Probate Manager to join our growing Trust and Probate team, who specialises in all matters relating to the administration of the estates. The team is part of our wider UK Private Client group, and this role will be based from our Cheltenham office.

The successful candidate will need to be able to handle the administration of estates from beginning to end and have experience in dealing with intestacies, Inheritance Tax paying estates, cross-border succession and deeds of variation. The estates in question will often be complex involving trusts and tax planning, and of high value.

Roles and Responsibilities

• Collating information about the deceased’s estate in a thorough and sensitive way.
• Liaising with third parties to obtain key bits of information about the deceased and the deceased’s assets.
• Analysing trust provisions in a Will and advising the executors and trustees accordingly.
• Advising on the inheritance tax position of an estate, including the availability of the Residence Nil Rate Band.
• Advising on cross-border issues and liaising with foreign advisors, as and when it is appropriate to do so.
• Providing detailed scopes of work and realistic cost estimates up to the grant of representation and beyond.
• Complying with all relevant and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.
  
  

Person Specification

• Qualified Solicitor or CILEX qualified.
• Ideally STEP qualified.
• Excellent knowledge of the law and practice in relation to the administration of estates
• A thorough understanding of inheritance tax and trusts.
• Experience of working in a similar role.
• Highly computer literate and having experience of working with Probate software.
• Possess excellent team working skills with the ability to work with colleagues of all levels, including supervising, co-ordinating, delegating, mentoring and guiding less experienced members of the team as required.
• Demonstrate excellent communication skills and be able to develop and maintain client relationships amongst a diverse group of clients.
• Be organised and have the authority to tackle difficult issues as and when they arise.
• Be capable of running a significant number of files and work matters simultaneously.
• Be confident in both verbal and written communication with a diverse range of clients.
• Have a flexible approach and willing to go the extra mile.
  
  

Competencies

• Client service
  
  

• Integrity and respect
  
  

• Interpersonal skills
  
  

• Inclusive
  
  

• Delivery focus
  
  

• Driving high standards
  
  

• Judgement & decision making
  
  

• Commercial mindset
  
  

• Client-centric
  
  

• Responsible Business
  
  

For a detailed specification please download the job description in the documents section of this page.

Please note we are not currently accepting agency CVs for this position. If you would like to make an application, please do so directly. Clicking 'apply' will direct you to the application tracking system, hosted for us by Reach-ATS.com.