Personal Estate Manager

Sorry, this advert is now closed. Click here to view our live vacancies.

Do you have previous end-to-end estate administration experience?

Our client is a well-respected provider of probate and estate administration services, and we are pleased to be recruiting for experienced Personal Estate Managers to join their team!

You will be managing approximately 50-60 estates at any one time, ensuring the estate administration process is as smooth and easy as possible for clients going through a bereavement.

This role will be hybrid if living in and around Bristol and remote otherwise, with some occasional travel to the Bristol office as required.

Key responsibilities include:

  • Taking ownership and responsibility for a caseload of personal estates of varying complexity, effectively managing and progressing these through to completion
  • Carrying out full reviews and completing technical work
  • Completing initial calls to clients and business partners, handling inbound calls, and providing regular updates
  • Working to the highest standard of customer service excellence and identifying ways to improve customer service delivery
  • Demonstrating empathy and understanding to clients and their families, and putting them first, all the time
  • Providing appropriate levels of contact, support and advice to clients and business partners
  • Coaching and mentoring junior team members including checking and signing off work
  • Supporting the training of new and junior colleagues
  • Identifying ways to improve customer service delivery

Skills and experience required:

  • At least 18 months end-to-end estate administration experience
  • Ideally some experience of taxable estates
  • Ability to achieve set targets for client satisfaction and case progression
  • Strong IT literacy and communication skills
  • Ability to work collaboratively and lead by example

If you have experience in a similar role and are looking for a new challenge, apply today!