Probate Advisor
Full - time | Permanent
Derby
About the role
The Right Legal Group are looking for a full time probate advisor to join our expanding team.
As a company we specialise in Wills and Probate Law and the probate team are predominantly dealing with Administrations of Estates, Inheritance Tax returns, setting up and administering trusts and generally offering legal assistance to lay executors with any challenges they may face. It is essential that our customers receive a 5* service and are dealt with empathetically as they are usually going through a very difficult time of their lives.
Examples of what you will be doing:
- Managing own caseload of probate files to complete grant only applications and in the main full Administrations of Estates
- Dealing with both taxable and non-taxable estates regularly completing IHT205 and IHT400 forms with accompanying schedules. Making applications for exemptions and reliefs when appropriate
- Assessing the tax position of the estate and advising on tax efficient Deeds of Variation
- Sitting client meetings for local clients and dealing with lawyers across our network to work collaboratively on certain matters
- Handling early stages of contentious probate – placing and removing caveats, answering Larke v Nugus requests, effectively dealing with disputes such as validity and I(PFD)A claims, prior to litigation.
- Working with an effective case management system to ensure consistency of approach across the department
- Working with the team to develop the department’s processes and procedures
Experience you will have:
We are recruiting for a number of positions. We will consider applicants who have at least 2 years’ experience working within a probate department the more advanced roles and we will consider people with no experience who are looking for a new opportunity in the probate arena where full training will be provided.
Working for the Right Legal Group
We value our employees and promote a positive culture within the whole company. Your own personal development is very important to us and we will ensure you are fully supported in your own learning and growth within the business.
The probate department is at a stage of real growth and this is a huge opportunity for the right individual to make a real impact on the structure of the department moving forwards.
• Mentoring and personal development schemes – our training academy and management team can help you develop your career while you work with us
• 22 days paid annual leave (increasing to 25 days upon two years of working within the business)
• Paid sick leave
• Corporate events (including staff parties, festivals and days out)
• Free on-site parking
• Employee discounts on all of our services
• Staff referral rewards (get paid for referring a friend to work with us!)
Salary package
Competitive salary dependant on experience, a bonus structure based on individual performance and company pension.
Benefits:
Bonus scheme
Next steps...
If you think you’re ready for a challenge and Right Legal Group feels like the right place for you, we’d love to hear from you. Please complete our application form and submit your CV.
Thank you for showing an interest in joining Right Legal Group.
