About the Firm:
The firm is a high volume will writing business operating UK wide that has recently been acquired by a private equity firm, who are now looking to grow the business through expansion into adjacent product sets and market aggregation. The firm is the named executor on a large number of wills and outsources its probate and estate administration to third parties. With the change of ownership the firm is now looking to develop its own capabilities in this area.
This is a rare opportunity to take full ownership of the probate and estate administration setting the roadmap and strategy for the product.
The Role:
We are looking for an experienced Head of Probate and Estate administration to build and lead our probate and estate administration offering. This is an executive committee role within the business, perfect for someone with a track record in managing estates, trusts, and probate matters, who is comfortable advising clients and leading a team.
Key Responsibilities:
* Build and manage the full probate and estate administration product line for the firm.
* Advise clients on the probate and estate administration process.
* Lead and mentor a team of probate and estate administration specialists, ensuring high standards of service and compliance.
* Liaise with tax advisors, financial planners, and legal professionals on estates as required.
* Ensure all work is delivered efficiently, accurately, and in line with regulatory requirements.
* Drive continuous improvement and best practices within the probate and estate administration team.
Requirements:
* 5 years' experience in probate and estate administration.
* Appropriate legal qualification to operate across reserved activities in probate and estate administration.
* Ability to manage and lead a team of professionals.
* Strong understanding of UK probate law, estate administration, and tax implications.
* Excellent communication, organisational, and client management skills.
What we offer:
* Competitive salary dependent on experience
* Ongoing and deep pipeline of probate and estate administration work.
* Leadership role with the opportunity to shape and grow the probate and estate administration practice, whilst getting exposure to the broader growth plan of the business at an executive level.
* Supportive, collaborative working environment
Job Types: Full-time, Permanent
Pay: From £60,000.00 per year
Benefits:
* Casual dress
* On-site parking
Experience:
* Probate and Estate Administration: 5 years (preferred)
Work Location: In person