Associate Probate Case Manager

Associate Probate Case Manager

£30,000 - £36,000 per annum

Full or Part Time, Permanent

Flexible location - Fully remote role or Bristol office with hybrid working available if preferred

We are looking for an experienced Associate Personal Estate Manager to join us at an extremely exciting time in the business's growth, to help us deliver our award-winning estate administration service to our clients.

As a Associate Personal Estate Manager you will be:

• Owning a challenging case load from end to end, delivering the full estate administration process including all technical work
• Delivering excellent customer service to your clients
• Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
• Supported by estate coordinators (paralegal equivalents) within your team
• Providing the team and clients with regular estate administration case updates
• Working towards achievable monthly targets

Your experience: we understand you might not tick all of these boxes, but we would encourage you to apply if you do have some of these skills and experience:

• Accuracy and attention to detail
• Ability to use initiative and organise your own case load
• Working with full end - to end estate administration
• Delivering excellent customer service to internal and external stakeholders and clients
• Enthusiasm for working within legal services
• Experience working in private client estate administration
• Experienced in handling estates that are subject to IHT
• Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations

Whilst professional experience is of high importance to us as a business in finding the right candidates, it is of equal importance that they are a suitable fit for the culture we offer as a business. We uphold four core values and behaviours: Pro-activity, Professionalism, Pride and Politeness. The right candidates will uphold these values in all aspects of their work whilst inspiring their colleagues to do the same.

What we offer

• 25 days Holiday Entitlement (Increasing annually to 30)
• Buy or Sell up to 5 days holiday per year
• Health Cash Plan - Cash back for Dental, optical and other treatments
• PERKS - Employee discounts across a range of high street products.
• Quarterly bonus incentive
• Income protection insurance
• Life assurance policy
• Company pension (Matched contribution up to 5%)
• 12 weeks Enhanced Parental leave policy
• Cycle to work scheme
• Employee Assistance Programme
• Free Office Fruit

About Us

Kings Court Trusts are proud to be the UK's award-winning leading estate administration specialists, having helped thousands of families receive their inheritance.

Our purpose is to help families move on as there's a family just like yours behind every single estate. Our tax and legal teams can advise on any situation. We make sure we understand your situation so we know what matters to you.

Kings Court Trust wants to meet the aims and commitments set out in its equal opportunities policy statement. This includes not discriminating under the Equality Act 2010, and building an accurate picture of the make-up of the workforce in encouraging equality and diversity.

If this role sounds like the perfect role for you then get in touch and apply today!

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