Head of Legal Practice - Estate Administration & Probate

Job Title: Head of Practice - Estate Administration & Probate

Location: Exeter

Remuneration: 60,000 - 70,000 per annum

Contract Details: Permanent, Full Time

Are you a qualified Lawyer in Estate Administration and Probate looking for a new challenge? Our client, a leading international provider of shareholder, pension, remediation, and credit technology, is seeking a dynamic individual to join their team as the Head of Practice - Estate Administration & Probate.

In this role, you will play a pivotal role in the governance, risk management, and overall compliance of the organisation. You will ensure that the business delivers on its financial, operational, and service objectives, while maintaining high standards of case management, processes, and procedures.

Responsibilities:

• Oversee all aspects of "Probate work" and "Estate Administration" to ensure the smooth preparation of papers for a grant of probate or letters of administration, collection of assets, settlement of liabilities, and distribution of estate assets in accordance with a will or letters of administration.
• Maintain compliance with best practise standards, reporting requirements, and relevant regulatory and statutory requirements, taking appropriate actions to protect the business.
• Conduct initial reviews and ongoing assessments of cases, identifying and managing risks with the correct governance.
• Stay up-to-date with relevant legislation, ensuring personal professional competence and upholding relevant licences.
• Manage succession planning and supervise business continuity planning to ensure uninterrupted service provision.
• Act as a key client contact, providing technical expertise and influencing operational outcomes.
• Assist in managing and completing complex and high-risk estate cases.
• Participate actively in financial performance management and budgeting, identifying revenue growth opportunities and cost optimisation.
• Provide supervision and administration of relevant compliance processes.
• Collaborate with all levels of the organisation, including senior leadership, and contribute to customer service and client support initiatives.

Qualifications:

• STEP TEP (Trust and Estate practitioner) qualification is essential.

Skills, Capabilities, and Attributes:

• Comprehensive understanding and ability in the area of Wills and Probate.
• Detailed knowledge of inheritance tax rules, accounting, and procedures, as well as Income and Capital Gains Tax compliance in estate administration.
• Proven experience in administering complex and high-value estates.
• Client service focused with strong interpersonal and leadership skills.
• Good time management and organisational skills.
• Embraces challenges and responds positively to change.
• Strong analytical skills and a focus on continuous improvement.
• Risk management experience and data protection knowledge.
• Proven ability to prioritise and delegate effectively.
• Expert operational understanding and experience in customer service/client support initiatives and strategies.

Benefits:

• Competitive Pension Plan with matching contributions up to 10%.
• All Employee Long Term Incentive Plan (LTIP).
• Employee Assistance Programme and life assurance cover.
• Employee discounts at high street stores.
• Flexible Benefits through our flex plan.
• 28 days holiday + bank holidays, plus 2 volunteer days.
• ICON award vouchers.
• Investment in LinkedIn Learning for all colleagues.
• Commitment to equality of opportunity.

Please note that any offer of employment is subject to satisfactory pre-employment screening checks.

Ready to take your career in Estate Administration and Probate to the next level? Apply now or contact Lyndsay on for more information.

LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.