Probate Manager St Albans

Location: St Albans, Hertfordshire, England

£60k - 70k per year + Excellent Benefits Package

Newstaff Recruitment Agency in St Albans is currently looking for a Probate Manager for a client based in St Albans.

Probate Manager St Albans

Position: Probate Manager
Hours: Monday to Friday, 37.5 hours per week (office hours)
Salary: £60,000 to £70,000 per annum + excellent benefits

Role Purpose: Manage a varied caseload of probate and estate administrations, including taxable and non-taxable estates.

Key Responsibilities:

  • Engage with Partners/Directors and clients through various communication methods.
  • Prepare emails and letters for asset and liability valuation.
  • Keep executors updated with regular progress reports.
  • Prepare Inheritance Tax forms and manage probate applications.
  • Liaise with HMRC, HMCTS, and third parties.
  • Manage estate accounts and prepare tax returns and beneficiary statements.

Experience Required:

  • Strong understanding of probate and estate administration processes.
  • Knowledge of will validity and interpretation.
  • Ability to handle high-value estates with trust structures.
  • Experience in preparing complex estate accounts is desirable.

IT Skills:

  • Proficient in Outlook, Excel, Word, and CCH Practice Management System.

Qualifications:

  • Ideally CTA and/or STEP qualified, or willingness to work towards STEP qualification.
  • Alternatively, qualified by experience.

Skills:

  • Excellent communication, organisational, and team skills.
  • Flexible, dependable, and proactive.
  • Motivated and resilient with a positive outlook.
  • Ability to build confidence, respect, and trust with others.

If you are interested in this job in St Albans, don’t hesitate, and apply today. A member of the Newstaff Recruitment Agency team in St Albans will contact you shortly. Additionally, if you have any questions or concerns, you can contact Anne Marie on 01727 864 777 or email your CV to annemarie.harrington@newstaffemployment.co.uk. Furthermore, if you’re searching for similar jobs in St Albans, check out our website at www.newstaffemployment.co.uk. Also, don’t forget to give us a like on Facebook @newstaffemployment so that you can stay up-to-date with all the latest job postings. We add new jobs daily!

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  • Industry:
  • Job Type: Permanent
  • Hours: Full-Time
  • Salary Benefits: Excellent Benefits Package
  • Country: United Kingdom
  • County: Hertfordshire
  • Reference: AMH/PM-ST-110324