Probate Executive

at  LJW Recruitment Solutions

PROBATE EXECUTIVE

Location: Bournemouth
We are delighted to be recruiting for an experienced Probate Executive on behalf of a well-established law firm. This is an excellent opportunity for an individual with at least 2 years of experience in probate administration to join a friendly and busy Private Client department.

HOW TO APPLY

If you are a skilled and experienced Probate Executive looking for your next opportunity, we’d love to hear from you. Please submit your CV and a cover letter outlining your suitability for the role.
Job Type: Full-time

Benefits:

• Company pension
• Private medical insurance
• Work from home

The successful candidate will play a key role in the administration of estates, working directly with partners and engaging with clients to deliver a high standard of service.

Key Responsibilities:

• Managing the day-to-day administration of estates, including the preparation and submission of IHT400 returns and applications to the Probate Registry.
• Providing clear, empathetic, and professional communication to clients via telephone, email, and face-to-face meetings.
• Maintaining accurate records and ensuring compliance using a modern case management system.
• Identifying opportunities to enhance efficiency and service delivery within the department.

About You:

• Experience: A minimum of 2 years in a probate administration role within a Private Client department.
• Skills: Exceptional communication skills, both written and verbal, with the ability to build strong client relationships.
• Technical Knowledge: Experience with modern case management systems is an advantage, but adaptability and a willingness to learn are equally important.
• Attributes: Organised, detail-oriented, and proactive, with a commitment to delivering excellent client care.

What’s on Offer:

• A competitive salary, commensurate with skills and experience.
• Benefits including a workplace pension, private medical cover after 3 months, and the option to work one day per week from home.
• The opportunity to work within a supportive team that values innovation and client-focused service.