• Permanent
  • Sheffield
  • 31000

Probate Case Manager (Remote/Hybrid working)


Location: Various office locations/Home

Contract: Full Time, Permanent (Hybrid)

CRA Legal are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced Probate solicitor to join an exciting and forward-thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors. This is a fantastic opportunity for an experienced individual to join a firm who offer genuine career development and growth with no ceiling on progression.


About the business:

Our client is a leading National law firm with a strong reputation for continuously delivering excellent service to its clientele.

their legal team is the number one market leader in probate. Here you’ll do work that matters. An organisation with a purpose beyond profit, and by contributing to our success you’ll help us to realise our vision of a fairer world.

Committed to a better way of doing business, the work you do will make a real difference to building better communities for our members, customers, and colleagues. You’ll be joining a fast-growing and innovative legal business, and you won’t need to bring a following of clients with you as we use innovative technology to support your delivery, allowing you to focus on supporting our customers.


If successful, your responsibilities will include:

In this role, you’ll manage a caseload of 50-60 complex probate cases from start to finish, making a real difference to our clients lives at a time when they need us most.

  • own a varied caseload of probate cases end to end, using a case management system
  • use our case management system to make sure information is recorded accurately
  • engage with clients mainly by telephone and email
  • work collaboratively with support from experienced members of the team to continually develop your legal skills, administrative support will also be provided at certain case levels
  • use your legal knowledge to mentor more junior members of the team


The organisation will offer you the following employment benefits package:

  • an annual bonus scheme (dependent on personal and business performance)
  • a pension with up to 10% employer contributions
  • 28 days holiday (rising to 32 in line with service)
  • wellbeing benefits to support your physical financial and mental health
  • coaching, training, and support such as study leave, to help you develop your skills and progress your career
  • discounts on products and services


To apply, you will be required to meet the following criteria:

  • qualified as a solicitor or legal executive (CILEX or STEP qualification), or have the
  • equivalent experience
  • the ability to use your initiative and effectively manage multiple priorities
  • a client-focused approach – putting clients’ interests at the heart of everything you do
  • some experience in dealing with taxable estates
  • significant probate experience and some experience of business and agricultural interests
  • a comprehensive understanding of relevant allowances
  • a good understanding of self-assessment processes for income and capital gains tax
  • the ability to navigate concerns around Will validity and interpretation


Building an inclusive work environment

We’re actively building diverse teams and welcome applications from everyone. But simply having a diverse workforce is not enough. We aim to build an inclusive environment, where everyone can contribute their best work and develop to their full potential. We celebrate our differences, and recognise the importance of teams reflecting the communities they serve.

We can make reasonable adjustments to our interview process according to your needs. And we offer a flexible working environment so you can adjust your hours to suit your personal circumstances.


How to apply:
If this vacancy interests you, please click the apply button. Alternatively, if you would like to discuss with Ross Roberts who is managing this vacancy, call 0114 241 8030 for a confidential discussion.

Are you wanting to review additional career opportunities? Visit our jobs page at www.craconsultants.com/jobs

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