Probate Consultant

Probate Consultant

Our client is a successful business within their field and they require a Probate Consultant to attend appointments with Executors either in person or video appointment, assist Executors with their application for a Grant of Probate, together with advising on estate administration procedures and take instructions from Executors for estate administration cases that will be prepared for Solicitor application. You will also liaise with external Solicitors and Executor throughout administration process.

This is a fast paced business model, with client satisfaction at the forefront of their business ethos. TheProbate department has in the region of 100 deceased accounts reported each month, with approximately 50% requiring an application for a Grant of Probate. The successful candidate will be responsible for organising accounts into categories that either require Executor support or convert to full estate administration services.

The role is client facing and therefore the Probate Consultant is also responsible for written communication to clients that require clarification or technical advice. Extensive knowledge of Wills, Trusts, Inheritance Tax and estate administration is required, therefore the role would suit either an ex-solicitor, someone progressing through STEP diploma or experienced paralegal.

The ideal candidate will have:

• Combination of Law Degree with CILEx/LPC/ STEP Advanced Certificates in Will Preparation, Administration of Estates and Trust
• Extensive knowledge of Wills, Trusts, Inheritance Tax, Probate and Land Law
• Minimum 1- year experience of Probate practice and estate administration
• Excellent communication skills, written and oral
• High degree of accuracy and attention to detail
• Commercial mind set
• Outgoing, team player personality.

Salary £32k-£36k per annum depending on experience and qualifications

Chiswick