case manager Bristol, England
Job description
Probate Case Manager
£24,000 - £30,000 per annum
Full Time, Permanent
Bristol Office with hybrid working available
Our client, King's Court Trust are looking for an experienced Probate Case Manager to join them at an extremely exciting time in the business’s growth, to help them deliver award-winning estate administration services to their clients.
At Kings Court Trust they pride themselves on flexibility and transparency for their clients and employees. Their products are offered in a flat fee structure, meaning that whilst employees work on challenging caseloads, you don’t work in a fee earning model. This allows them to offer flexibility, hybrid working and a fantastic work-life balance.
About KCT
Kings Court Trusts are proud to be the UK’s award-winning leading estate administration specialists, having helped thousands of families receive their inheritance.
Their purpose is to help families move on as there’s a family just like yours behind every single estate. Their tax and legal teams can advise on any situation. They make sure they understand your situation so they know what matters to you.
As a Case Manager you will be:
- Owning a challenging case load from end to end, delivering the full estate administration process including all technical work
- Delivering excellent customer service to your clients
- Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
- Supported by estate coordinators (paralegal equivalents) within your team
- Providing the team and clients with regular estate administration case updates
Your experience: they understand you might not tick all of these boxes, but they would encourage you to apply if you do have some of these skills and experience:
- Accuracy and attention to detail
- Ability to use initiative and organise your own case load
- Working with full end – to end estate administration
- Delivering excellent customer service to internal and external stakeholders and clients
- Enthusiasm for working within legal services
- Experience working in private client estate administration
- Experienced in handling estates that are subject to IHT
- Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations
What they offer
- 25 days Holiday Entitlement (Increasing annually to 30)
- Buy or Sell up to 5 days holiday per year
- Health Cash Plan – Cash back for Dental, optical and other treatments
- PERKS – Employee discounts across a range of high street products.
- Quarterly bonus incentive
- Income protection insurance
- Life assurance policy
- Company pension (Matched contribution up to 5%)
- 12 weeks Enhanced Parental leave policy
- Cycle to work scheme
- Employee Assistance Programme
- Free Office Fruit
If this role sounds like the perfect role for you then get in touch and apply today!
Job Types: Full-time, Permanent
Salary: £24,000.00-£30,000.00 per year
Benefits:
- Company pension
Schedule:
- Monday to Friday
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Bristol
Reference ID: BRA-4578-2
