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Probate Case Handler

Job Details

Sector:

Admin & Secretarial

Location:

Leamington Spa, Warwickshire

Type:

Permanent

Salary:

Reference:

4244_1607939306

Job Description

Our client is a well-established, genuine success story based in Warwickshire. Due to continued growth they are now looking to appoint an experienced Case Handler into their Probate team. This is a fantastic opportunity to join a respected and reputable business with significant career advancement opportunities. The successful candidate will possess previous Probate/Estate Administration case handling experience and would suit an individual who has previously worked within a Wills, Trust and Probate team within a Law Firm.

Main Responsibilities:

Oversee the team of administrator’s work and processes in relation to your cases
Liaise with bereaved clients and their advisers
Monitor the team’s inbox and all other means of communication
Further your cases and deal with institutions, the Probate Registries and HMRC while providing support to fellow case handlers
Drafting of legal documents including the completion of Inheritance Tax documentation
Arranging and allocating payments from estates
Arranging for the collation of relevant data and ensuring that records are maintained
Provide support and internal training for colleagues from time to time

Key Skills & Experience:

Must possess previous Probate/ Estate Administration case handling experience
Proficient with computer systems and MS packages, such as Excel, Outlook and Word
A high degree of written English with strong attention to detail
You must have the ability to learn quickly and adapt to new processes efficiently
Strong communication and interpersonal skills are essential
You will be process driven with a keen eye for detail and strive towards continual process improvement
A good team player who can support others whilst managing own workload

If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability / notice period. You can also call Sarah Cleaver on 01926 699276 for a discreet and confidential discussion about the role.

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TESTIMONIALS

"Daisy, what a delight. From a phone call on a Friday to a job offer the week following. Daisy clearly has a good eye, she has matched my abilities and previous roles to a new role that incorporates them all with some great opportunities. Quick to respond, incredibly polite with good customer service. Ticked every box. Keep it up and all the best! " - Lewis Tyler

"Dan Marlow has helped tremendously through the process of me securing my first career as a Marketing Executive. He is friendly, helpful and very responsive to any questions and queries. " - Zoe Yates

"Dan could not have been more helpful or supportive throughout my job search. When my CV was initially knocked back because the hiring firm couldn’t see the relevance of my experience as I transitioned industries. Dan advocated for me. I was then invited in and after a competitive three-stage process, I secured my dream job. It would not have been possible without Dan’s support and attention. Cannot recommend his work highly enough. Thank you! " - Anna Glynn

"Matthew was brilliant in securing me a position in such a short space of time. Quality and professional recruitment service, recommended. " - Ricky Crawford

"I can’t recommend Stuart and Plus One highly enough. Throughout the recruitment process, he showed genuine care and commitment to me as his client. He facilitated meaningful discussion with me and the employer and had a willingness to discuss my concerns and put my needs first. He looked beyond the obvious and has helped me immeasurably in transferring out of a sector which I was not enjoying and into a role which is much better suited to my strengths and interests. " - Miriam Thomas