Probate & Estate Administration Assistant

  • CRA Consulting
  • Rotherham, Yorkshire
  • Mar 03, 2026
Full time Administration

Job Description

Role: Probate & Estate Administration AssistantLocation: Rotherham, South YorkshireSalary: £25,000 - £27,000Contract: Full time, permanentAn established and highly regarded regional practice in Rotherham is looking to appoint a Probate & Estate Administration Assistant to strengthen its expanding department. This is a substantive fee-earning role, ideally suited to a driven and capable individual who is comfortable handling their own caseload while also assisting senior colleagues with more technical and complex matters. The successful candidate will become an integral part of the team, delivering clear, practical and high-quality advice to clients across a broad spectrum of private client work. The position offers real responsibility, direct client engagement and genuine long-term progression prospects within a supportive and well-respected firm.

The Role

You will be entrusted with managing a varied caseload encompassing Wills, Lasting Powers of Attorney, Probate and estate administration matters. From taking initial instructions through to conclusion, you will ensure files are progressed efficiently and to a high professional standard. Responsibilities will include drafting Wills, LPAs, estate accounts and related documentation with minimal supervision, preparing probate applications and liaising with HMRC where required. You will maintain regular contact with clients, providing clear updates and maintaining an excellent standard of client care at all times. In addition to running your own matters, you will assist senior fee earners on more complex estate and trust files, contribute towards departmental targets through accurate time recording, and support local business development initiatives aimed at strengthening the firm's private client presence.

About You

You will have prior experience dealing with private client matters, ideally gained within a high street or regional firm. Confidence in managing your own files is highly desirable, together with solid knowledge of Wills, Probate, LPAs and estate administration procedures. The role calls for strong drafting skills, keen attention to detail and the ability to prioritise workloads effectively. A professional, empathetic and client-focused approach is essential, alongside commercial awareness and an understanding of billing and file management processes. You should be IT proficient, with experience of Microsoft Office and case management systems, and comfortable working to deadlines.

The Opportunity

This position offers genuine autonomy within a fee-earning capacity, meaningful client contact and the chance to build lasting professional relationships. You will join a supportive team within a reputable regional firm that offers clear and realistic prospects for career development.

  • Additional Information:

CRA Legal follow strict best practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.This vacancy is very popular with the local legal community, so please apply quickly to ensure your application is considered. As part of our candidate registration and care process we at CRA Legal aim to respond to all successful applications within 2 working days.

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