Are you interested in pursuing or furthering a career within Probate?
Do you have experience of completing Grant of Probate applications?
Our client, a fresh-thinking and ambitious business with fabulous offices in the city, is looking for a legally trained Probate Application Manager to join their small and friendly team. This is a brand new position that will see you managing a caseload of simple applications – from instruction to represent the Executor of a Will through to the Grant of Probate being received.
This Probate Application Manager role offers a rare opportunity to work in an interesting sector, joining a professional and ethical company at an exciting period of growth. You will play an instrumental role in ensuring the correct processes are in place, and in time you may have the chance to manage more complex applications, and perhaps even grow and lead a team!
Responsibilities of the Probate Application Manager will include:
- Speaking to the Executor of a Will and advising them on whether they need to apply for Probate in order to administer the deceased’s Estate
- Recording and verifying the necessary information about the deceased’s Estate once instructed to represent them for Grant of Probate application
- Obtaining copies of the original Will and death certificate and carrying out the necessary checks to ensure their validity
- Completing a Probate Application (PA1P) and Inheritance Tax Form (IHT205), forwarding these on for the Executor’s approval before submitting to the Probate Registry and HMRC respectively
- Following up with the Probate Registry for updates on individual cases
- Corresponding with HMRC, calculating the correct amount of Inheritance Tax owed and completing further tax forms (if applicable)
- Managing the Executor’s expectations and keeping them informed throughout the application process, dealing with them in a sensitive and empathetic manner
- Receiving and logging the returned Grant before sending onto the Executor
The successful applicant will need a law degree or equivalent legal qualification and experience of working within a private client setting would be advantageous. While further legal training will be available, some experience of completing simple Grant of Probate applications will be required in order to get the ground running.
You will need to be focussed, driven to achieve and great with customers. Customers are at the heart of everything our client does, so it is vital that you are a people kind of person too.
If this sounds like you, then we want to hear from you!