Probate Case Handler

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 Probate Case Handler to join their Probate department on a permanent basis. This is a fantastic opportunity to work with a number of Case Managers and Practitioners within a highly reputable company.

Probate Case Handler main responsibilities:

• Liaise with bereaved clients and their advisers.
• Oversee the administrators work and processes in relation to your cases.
• Further your cases and deal with institutions, the Probate Registries and HMRC and assist fellow case handlers with the same processes.
• Drafting of legal documents including the completion of IHT205s and IHT400s and other associated forms.
• Arranging and allocating payments from estates.
• Collating relevant data to allow the completion of trust tax returns and ensuring that records are maintained accurately.
• Provide some occasional training to the Probate team and other teams where necessary and provide admin support for the Estate Planning team.

Key Skills & Experience:

• Excellent case management skills and familiarity with all aspects of probate case management.
• Excellent customer service skills.
• Fast learner with the ability to take on new systems quickly.
• Excellent written & verbal communication skills.
• Accuracy and excellent attention to detail.

Additional Information:

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 Lottie Goodchild on 01295 983582 for a discreet and confidential discussion about the role.