Associate Probate Case Manager

Associate Probate Case Manager (internally known as Associate Personal Estate Manager)

£32,000 - £37,000 per annum + Quarterly bonus incentive

Full or Part Time, Permanent

Flexible location - Working from home and the Bristol office (hybrid)

Our client looking for an experienced Associate Personal Estate Manager to join them at an extremely exciting time in the business s growth, to help them deliver their award-winning estate administration service to their clients.

About Our Client

Our client occupies a unique, privileged position. They are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.

Our Client s Purpose

To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.

What You'll Be Doing:

• Take ownership and responsibility for all individual estates ensuring you provide the right levels of contact, support and advice to your clients and business partners.
• Effectively manage and progress a full caseload of approximately 45-60 with the average complexity tier being Tier 2 or higher.
• Take responsibility for the coaching and mentoring of junior colleagues including the checking and signing off work.
• Work with the Team Mangers and the wider business in arranging and carry out training plans and sessions for staff members including training sessions in 1-2-1 or group environment either in the office or online via Microsoft Teams.
• Contributing to continuous improvement and innovation in how they work.

What They re Looking For

Qualifications are desirable but not essential. They are looking for individuals with some of the following experience:

• Working with full end to end estate administration.
• Delivering excellent customer service to internal and external stakeholders and clients.
• 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.

The type of person you ll be:

• Have keen accuracy and attention to detail.
• Ability to use initiative and organise your own case load.
• Enthusiasm for working within legal services.
• A strong communicator clear, empathetic, and confident.
• A proactive, solutions-focused individual.
• Possess the ability to work independently and as part of a collaborative team.

What They Can Offer You

They believe in rewarding great work. For this role they offer the following benefits from day 1:

• 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

Why Join Our Client?

• A supportive, people-first culture
• Opportunities for growth and development
• A chance to make a real impact during life s most challenging times
• Hybrid and flexible working options to suit your needs

Where You ll Be Working

From home, and from our client s offices based at Bond Street Bristol, BS1 3LG.

Hiring Process What To Expect

Our client likes to keep things clear and straightforward. Here s what you can expect:

• Application review They review applications on a rolling basis and will contact you when shortlisted.
• Initial chat A short call to get to know you better. There will be some element of competency here, but they aim for it to be more conversational (30mins).
• Interview This is your competency-based interview (up to 60mins).
• Task (if applicable) A chance to show them how you think, this may be part of the interview or done before/after, depending on the role.
• Final Stage (if applicable) Meet more of the team and ask any final questions.
• Feedback They will contact you following your interview, typically within 1 week.
• Support They want everyone to feel comfortable and confident throughout their hiring process. If you have a medical condition or need any adjustments, whether that s for an interview or any part of the process, please let them know. They are happy to have a conversation about how they can best support you.

Ready to apply?

If our client sounds like the kind of place where you d thrive, they d love to hear from you. Apply now and help them shape the future of estate administration.

Equality, Diversity & Inclusion

Our client is committed to creating a workplace where everyone feels welcome, respected, and able to thrive. They believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience nothing else.

They are proud to foster an inclusive environment where individuality is celebrated, and diverse perspectives are valued across everything they do.

By applying for this role, you re sharing your information with our client. They take your privacy seriously.