Probate Administrator

Eileen Richards Recruitment
10 Jun 2024
08 Jul 2024
Contract Type
Full Time

Probate Administrator
Leicester City Centre
24,000 - 25,000 + bonus

  • Are you a pro-active individual with great administration and customer service skills?
  • Do you want to be a part of a forward-thinking probate team where success is rewarded?
  • Would you like to join an award-winning business who are recognised for their outstanding service?

The Company:
ER Recruitment are working exclusively with Paradigm Wills & Legal Services who specialise in Wills & Estate Planning servicing clients across the UK and overseas. As an award-winning organisation who are respected widely for their commitment to clients and fantastic service, the team are now recruiting for a driven, detailed oriented individual to join them in their growth.

Role & Responsibilities of the Probate Administrator:

  • Managing the probate pipeline
  • Dealing with probate administration of an estate
  • Collecting all documentation of assets and liabilities from a deceased estate
  • Submitting all documentation to the probate registry
  • Communicate with the inheritance tax office
  • Communicate with clients/beneficiaries on status of case progression on a regular basis.
  • Manage submissions to third party organisations such as Land Registry, Office of The Public Guardian, Conveyancers and Probate Office in a compliant manner
  • Creating estate accounts
  • Manage post (incoming and outgoing) and directing any mail to relevant person
  • Creating MI on sales performance
  • Manage and work on CRM on regular basis to its full potential
  • Support business in other areas
  • Represent company at networking events and meetings and manage corporate memberships
  • Carrying out clerical duties such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, resumes etc.

About You as the Probate Administrator:

  • Strong attention to detail and great communication skills
  • Ability to work without supervision and be self-motivated.
  • Excellent time management skills.
  • Strong prioritisation and organisation skills with the ability to meet deadlines
  • Act as an ambassador on behalf of the business greeting and welcoming clients
  • Ability to handle confidential information.
  • Strong record keeping skills
  • Excellent communication skills in person and over the phone
  • Experienced with using excel and word
  • Organised and be able to prioritise and reprioritise
  • Be able to handle difficult customers and remain professional throughout the process and remain calm and reassure clients.

Benefits as the Probate Administrator:

City Centre location available on multiple transport links

Ongoing training and progression opportunities

Bonus opportunities

Please note by applying for this role you give consent for ER Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise.

While we aim to get back to all applicants, if you do not receive a response within 7 working days then unfortunately your application has been unsuccessful on this occasion.

We are here to help with your career so please send a copy of your CV to us. If you know of anyone else who is looking for their next opportunity, please feel free to refer them to us or pass on our details.

We look forward to hearing from you.