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Associate probate case manager

Bristol (City of Bristol)
Permanent
Kings Court Trust Careers
Case manager
Posted: 18 August
Offer description

Associate Probate Case Manager (internally known as Associate Personal Estate Manager)

£32,000 - £37,000 per annum + Quarterly bonus incentive

Full or Part Time, Permanent

Flexible location - Working from home and our Bristol office (hybrid)

We are looking for an experienced Associate Personal Estate Manager to join us at an extremely exciting time in the business's growth, to help us deliver our award-winning estate administration service to our clients.

About Us

At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.

Our Purpose

To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.

What You'll Be Doing:

1. Take ownership and responsibility for all individual estates ensuring you provide the right levels of contact, support and advice to your clients and business partners.
2. Effectively manage and progress a full caseload of approximately 45-60 with the average complexity tier being Tier 2 or higher.
3. Take responsibility for the coaching and mentoring of junior colleagues including the checking and signing off work.
4. Work with the Team Mangers and the wider bus...

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