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Full Time
Closing date: 30 September 2021

Probate Case Handler

Within this role you will work with a growing and busy team of Case Managers, Practitioners, and administrators responsible for ensuring cases are moved on expediently and proficiently

Your Role

  • Oversight of the team administrators work and processes in relation to your cases •
  • Liaise with bereaved clients and their advisers
  • Monitoring the team inbox and other communication medium
  • Further your cases and deal with institutions, the Probate Registries and HMRC and assist fellow case handlers with the same
  • Drafting of legal documents and including the completion of IHT205s and IHT400s and associated forms
  • Arranging and allocating payments from estates
  • Arranging for the collation of relevant data to allow the completion of trust tax returns and ensuring that records are maintained
  • Provide occasional internal training for the Probate and other teams within the Group.
  • Provide administrative support for the Estate Planning Team

Skills Required

  • Excellent customer service skills are required in order to provide a professional and efficient service.
  • Excellent communication skills are required to be able to respond to enquiries.
  • You must have excellent case management skills; you must be familiar with all aspects of probate case management including liaison with both the probate registry and HMRC.
  • You much be a fast learner and be able to adapt to new computer systems.
  • You must have excellent attention to detail.

    Application Form

    To apply, simply fill out the form below and attach your CV to submit your application.