Our client, a global wealth management organisation are seeking a probate professional to join their highly collaborative Probate team.
You’ll be in charge of end-to-end administration, providing top-notch service to beneficiaries.
This is a fantastic opportunity to join a growing, international organisation!
What you’ll be doing:
- Taking on the role of executor or assisting a lay executor
- Handling all probate application paperwork and inheritance tax forms
- Overseeing tasks to ensure prompt and effective service/legal document distribution
- Collaborating with team members to proactively spot and execute business strategies for process enhancement
Requirements:
- Relevant probate administration experience
- Proficient in probate application documents
- Proactive in ensuring timely service delivery
- Stellar client communication and relationship skills
- Organized with excellent administration abilities
- Willingness to travel for face-to-face meetings
Your Benefits will include:
- Auto-enrolment into the Company pension scheme (providing criteria met) with a matching contribution by the Company of up to 5%
- Pension salary sacrifice scheme
- Private Medical Insurance (subject to BUPA approval) following successful completion of your probationary period
- Death in Service cover 4 x annual salary
- Private Health Insurance (Income Protection) (after 24 months of service)
- Voluntary cost effective group Dental Insurance scheme eligible from your start date (subject to Denplan approval)
- Corporate rate gym membership
- 22 days holiday and in addition the office closes over the Christmas/New Year period and you will also receive an additional 3 days paid leave at this time.
- Discretionary bonus based on company and personal performance
- Health Cash Plan (HCP) by Health Shield.
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