Probate Client Support Executive

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Probate Client Support Executive

As a Probate Client Support Executive you will be the initial point of contact for death notifications, guiding and supporting families through the initial Probate process and being the key person they contact if they experience any difficulties on the Probate journey.

You will initially be working within the Probate team to build required knowledge and understanding of ethics current client journey and experience. This role is likely to form part of the soon to be created Client Support Team within the Client Services Division. The scope for the role is wide and begins with assisting to design the experience for families going through the Probate process and with the growth of Right Legal Group’s will bank comes potential supervisory opportunities for the right person.

Location: DE21, Wyvern Business Park, Derby

Contract Type: Full-time | Permanent

Salary: £18-20k

Who are Right Legal Group?

We are a well-established Law firm, regulated by the SRA who specialise in Wills, Probate and Estate Planning. We have built a network across the country which work together on a mission to change the way people think about making a Will and preserve not only our clients’ financial assets but their emotional assets too, for future generations. We are here to protect memories, not just money.

To learn more about us click here.

Help us to deliver on our mission! Here's what's in it for you...
    • Career progression on opportunities – We pride ourselves on home-grown talent! 
    • Annual career planning platforms – We want to hear all about you and your goals for the year and help you to facilitate your personal and professional ambitions
    • A company culture that embodies empowerment and ownership. We don’t do hierarchy!
    • Company ‘get togethers’ – There’s always something fun happening over here…
    • Rewards & Recognition programmes – You want to be recognised for you efforts don’t you? We love celebrating success.
    • Westfield Health benefits – We want to make sure you have access to look after your physical and mental health and have 24/7 access to those ‘healthy extra’s’.
If this sounds like somewhere you can see yourself working, then read on to find out about the role.

Key Responsibilities

    • Initial point of contact for Probate notifications
    • Client support during the Probate process

    • Client check-in and aftercare at the end of the Probate journey

    • Managing clients expectations about the Probate process

    • Actively contribute towards client experience improvement

    • Assist to build the Probate client journey

    • Providing the best client care in the Probate industry

    • Inputting into the creation of the Probate client journey in CRM systems

    • Recognising opportunities for referrals to other departments and discussing the needs with beneficiaries and executors to ensure they receive a holistic service

Key Skills required:

    • Excellent organisation skills
    • Exceptionally client-focused
    • Empathetic and caring manner
    • Excellent attention to detail
    • Good use of Microsoft Excel and Word
    • Self-motivated
    • Active listening skills
    • Professional attitude
    • Ability to use own initiative

Location of the role

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.

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