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Case Handler

Reed
Posted 2 days ago, valid for 2 days
Location

Bristol, Gloucestershire BS37 5DQ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position of Case Handler - Wills and Probate offers an annual salary ranging from approximately £26,000 to £30,000, depending on experience.
  • Located in Yate, this full-time role provides legal and administrative support following bereavement, with part-time options available for the right candidate.
  • Candidates are expected to manage cases from start to finish, maintain communication with beneficiaries, and provide expert advice on Wills and Probate matters.
  • Some legal experience, particularly in Wills and Probate, is beneficial but training can be provided, along with strong interpersonal and communication skills required for sensitive conversations.
  • The role emphasizes high levels of client service and care, and offers a structured, office-based work environment with opportunities for professional development.
Case Handler - Wills and Probate 
  • Annual Salary: Approx. £26,000 - £30,000 Depending on Experience
  • Location: Yate
  • Job Type: Full-time (part-time considered for the right candidate)

We’re looking for case handlers to join our probate team.  In this role, you'll provide legal and administrative support following a bereavement. We’ll look to you to manage each case from beginning to end, discussing the estate of the deceased, and keeping in continuous contact with the beneficiaries. You’ll be making a huge relief to the deceased relative’s life’s at a time when they need us most.

The position is office-based with no hybrid option, offering a structured, friendly work environment.

Day-to-day of the role:

  • Provide expert advice and services on matters of Wills and Probate.
  • Handle client consultations and meetings to discuss their requirements and provide legal guidance.
  • Prepare and review legal documents related to Wills and Probate.
  • Manage multiple client cases simultaneously, ensuring all legal advice is accurate and delivered in a timely manner.
  • Maintain high levels of client service and care, ensuring all interactions are handled with empathy and professionalism.

Required Skills & Qualifications:

  • Some legal experience would be beneficial especially in Wills and Probate but can train in this. 
  • Strong interpersonal and communication skills, with the ability to manage sensitive conversations.
  • Proven ability to handle legal documentation with high attention to detail.
  • Experience in direct client interactions and customer service.

Benefits:

  • Competitive salary based on experience.
  • Structured working hours.
  • Opportunity to work in a supportive and professional environment.
  • Professional development and career advancement opportunities.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.