Associate Probate Case Manager

2 Days Old

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. W...
Location:
Bristol
Salary:
£32,000 - £37,000 Per Annum
Job Type:
PartTime
Category:
Accounting & Finance

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