Probate Officer/Senior Probate Officer
The Probate and Estates team is an important part of our Active Wealth offering, and our UK team is led from our Manchester office. Aligned to our exciting growth globally, we are expanding our team in the UK including our Probate and Estates team.
Manageable caseloads for compassionate delivery
Our collaborative and inclusive Probate and Estates team are seeking a Probate Officer or Senior Probate Officer with 3+ years’ experience to join our growing UK practice. With this next step in your career, you’ll enjoy manageable caseloads while our clients receive the compassionate and first-class service they deserve.
Purpose of role
This role will take full responsibility for the end-to-end administration of a book of executorship/probate cases while providing a first-class service to beneficiaries. You will also be required to service some executorship appointments following the death of a client. This will include explaining our service, where possible in a face-to-face interview with beneficiaries, and collecting and collating the financial paperwork of the deceased.
- Acting as executor or supporting a lay executor
- Completing all probate application documents and IHT forms
- Driving matters to ensure the timely and efficient delivery of service/legal documents
- Travel for face-to-face meetings with beneficiaries and third parties, as required
- Together with other members of the team, actively identify and implement business initiatives for process improvement
Knowledge & Experience
- 3 or more years’ probate administration experience
- Self-driven with the ability to work independently but being mindful that you are part of a team.
- Excellent client relationship/communication skills
- Good administration and organisational skills
- Ability to prioritise and deliver multi tasks to deadline
- Time management and interpersonal skills
What we offer in return
We empower our people to BE MORE by providing fulfilling and meaningful work, coaching and mentoring, and rich career development opportunities both locally and globally.
We offer a competitive remuneration package and benefits, including study support, technical and soft skills training, Learning & Development hub, Wellnez programme, flexible working, social events and a commitment to sustainability.
We foster a work environment that is not just a workplace, but a place where you can feel at home, a place where you have a voice, a place where you can truly be the best version of you. We want you to think and feel that ‘this must be the place’ where I am meant to work.
Working at ZEDRA
We have a common goal: to DO MORE so our clients can ACHIEVE MORE. Our hands-on approach and entrepreneurial outlook help our clients safeguard their assets and unlock their ambitions for growth, no matter how complex their challenges might be.
ZEDRA isn’t just a workplace, it’s your place to BE MORE! Since our beginning, we have been cultivating a work environment that attracts and retains the very best talent in the industry. We invest in each individual, because our people’s success is our success and our clients’ success.
We foster a culture of entrepreneurialism, continual learning and growth, with competitive remuneration, extensive technical and soft skills training, as well as rich career progression opportunities at home and working internationally
We look forward to hearing from you.
If you are a compassionate Probate Officer with excellent client handling and administration skills, and want to contribute to the growth and best practices of your team while benefiting from a culture where you can BE MORE, then ZEDRA is the place for you. Your contributions will be rewarded with opportunities for advancement and a stimulating work environment where your ideas and efforts truly matter.
If this sounds like the role you’ve been searching for and you would like to see a copy of the job description, please email firstname.lastname@example.org