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Probate case manager

Peterborough
Atlas Recruitment Group Ltd
Case manager
Posted: 4h ago
Offer description

Senior Probate Case Manager - £27k-£40k DOE, fully remote working but can offer office based if wanted. Location Leicester.


Responsibilities:

* Develop and maintain client relationships.
* Review and approve estate accounts.
* Draft, collate and summarise any supporting legal and financial documentation.
* Conduct research where necessary on relevant laws, regulations and legal articles to ensure the accuracy of advice and the procedure.
* Manage an independent case load.
* To work collaboratively as part of a team assisting and mentorship of paralegals.
* Corresponding with solicitors, courts, LR, OPG and other 3rd party companies as appropriate to each case.
* Deal with routine and difficult enquiries effectively and efficiently and ensure that any client complaints are dealt with both professionally and promptly.


Skills Required:

* Probate Fee Earner with at least 4 years PQE in probate and estate administration, should be confident in handling all aspects of associated transactions.
* Minimum of 4+ years of running a probate caseload.
* Utilise and maintain case management system.
* Conveyancing experience, sales of properties, management of the client's estate.
* Confident drafting legal documents, statements and decision making.


My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 4 years of probate casework experience.


If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.

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