Estates & Probate Manager
- Recruiter
- L.R. Legal Recruitment Limited
- Location
- Kent, London South
- Salary
- £40000 - £50000/annum depending on experience
- Posted
- 18 Jan 2017
- Closes
- 15 Feb 2017
- Ref
- AB794
- Job Title
- Solicitor
- Practice Area
- Private Client, Wills & Probate
- PQE Level
- 2-4
- Contract Type
- Permanent
- Hours
- Full Time
Our client is a regional leading commercial law firm who have a strong presence in the South East and Kent.
An exceptional opportunity has arisen for an Estates & Probate Manager with at least 2/3 years’ experience to join a highly regarded team in Kent. As a firm they are one of the first firms in the UK to become accredited specialists in wills and probate under the Law Society’s Wills and Inheritance Scheme.
The Role
Reporting to the Head of Division you will join a team of 4 Estates & Probate Managers providing
Clients with legal services of the highest quality in conformity with the quality standards of the
Practice. You will have joint responsibility for assisting and supporting the other members
of the team with work on the team files and sharing knowledge and experience.
The post offers an excellent opportunity for personal involvement in this important area of the firm. The role will include fee earning work appropriate to the post holder’s level of knowledge and experience plus administration. Much of the work will be IT-based. It is anticipated that the post holder will have day to day contact with clients.
Main duties:
Undertaking the administration of deceased persons’ estates including:
• Maintaining estate accounts
• Obtaining and processing asset and liability valuation data
• Preparing documentation for PR meetings
• Preparing PR Oaths, procuring settlement by Probate Registry
• Asset collection, payment of liabilities, payment of legacies
• Ensuring provision of regular reports to client relationship partner
• Administration of inheritance tax returns
• Identifying and managing income and capital gains tax liabilities
The Candidate
• Typical experience will be exclusive or primary focus on administration of estates within a law firm (but non law firm experience will be considered)
• Accustomed to dealing with clients partners, fee earners and support staff at all levels and as appropriate to the level of the post
• Accustomed to delivering work to commercial and financial targets
• Accustomed to working without close supervision
• Able to demonstrate confidentiality and integrity.
• A general standard of education appropriate for the post e.g. degree, ‘A’ levels or equivalents
• Legal Executive or STEP qualifications are desirable but not essential
• Excellent communication and presentation skills
• Prepared to work on own but in co-operation with team members and carry out whatever duties are required by the team.
• Ability to work through periods of pressurised working
• Ability to juggle priorities
• Willingness to go “the extra mile”
• Recognition of the importance of good quality service delivery and an understanding of what is needed to achieve that
Attractive salary and benefits package o offer for the right candidate.
If you would like to learn more about this opportunity or other opportunities in the market then contact Alison Banks or call for a confidential discussion.
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The PQE identified on this advertisement is a guide only and does not preclude applications from those with more or less PQE.
LR Legal Recruitment is operating as an Employment Agency in respect of this vacancy.