Probate Case Manager (Remote/Hybrid)

Location Sheffield
Discipline: Legal Recruitment and Legal Jobs
Job type: Permanent
Salary: ££31000 - £47000 per annum
Contact name: Ross Roberts

Contact email:
Job ref: BBBH14415_1679671403
Published: 2 months ago
Startdate: asap
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

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.

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