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Probate case manager

West Bromwich
Kings Court Trust Ltd
Case manager
€60,000 - €80,000 a year
Posted: 2h ago
Offer description

1 week ago Be among the first 25 applicants

Direct message the job poster from Kings Court Trust Ltd

We are looking for an experienced Probate Case Manager to join us at an extremely exciting time in the business’s growth, tohelp us deliver our award-winning estate administration service to our clients.

At Kings Court Trust, we pride ourselves on flexibility and transparency for our clients and employees. Our products are offered in a flat fee structure, meaning that whilst our employees work on challenging caseloads, you don’t work in a fee earning model. This allows us to offer flexibility, hybrid working and a fantastic work-life balance.

About Us

Kings Court Trust aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, we only do one thing, estate administration.

Our business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. We are committed to transparent and fair pricing and customers are at the heart of everything that we do.

We add value to our partners business propositions and provide their clients with innovative, highly focused customer service. Our business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through our long-standing Title Research brand).

As a Probate Case Manager, you will be:

* Owning a challenging case load from end to end, delivering the full estate administration process including all technical work
* Delivering excellent customer service to your clients
* Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
* Supported by estate coordinators (paralegal equivalents) within your team
* Providing the team and clients with regular estate administration case updates
* Working towards achievable monthly targets

Your experience: we understand you might not tick all of these boxes, but we would encourage you to apply if you do have some of these skills and experience:

* Accuracy and attention to detail
* Ability to use initiative and organise your own case load
* Working with full end – to end estate administration
* Delivering excellent customer service to internal and external stakeholders and clients
* Enthusiasm for working within legal services
* Experience working in private client estate administration
* Experienced in handling estates that are subject to IHT
* Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations

What We Offer:

* 25 days plus bank holidays, increasing annually to 30
* Health Cash Plan – Cash back for Dental, optical, and other treatments
* Employee discounts across a range of high street products
* Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy
* Income protection insurance
* Life assurance policy
* Enhanced family leave
* Cycle to work scheme
* Employee Assistance Programme
* Flexible working options across most roles

If this role sounds like the perfect role for you, then get in touch and apply today!


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Other
* Industries

Legal Services

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