Probate Case Manager

As our Company, and the market, continue to grow, we are expanding our Probate Team with individuals who are customer-focused and proactive. You're likely to be a Probate Solicitor/Legal Executive or an experienced Paralegal who excels in achieving the best results for clients, and wants to be the driving force behind our company - when it centres around probate. This is a fantastic opportunity.

  • Based in Leicester Office

Be part of a growing team

We have an exciting opening in our business for an experienced Case Manager to join our growing Probate team. The successful candidate would take over an existing caseload to provide continuity and provide a resource for new cases being taken on.

Role and Responsibilities:

  • Develop and maintain client relationships
  • Review and approve estate accounts
  • Draft, collate and summarise any supporting legal and financial documentation
  • Conduct research where necessary on relevant laws, regulations and legal articles, to ensure the accuracy of advice and the procedure
  • Manage an independent caseload
  • Work collaboratively as part of a team, assisting and providing mentorship to paralegals
  • Correspond with solicitors, courts, LR, OPG and other 3rd-party companies, as appropriate to each case
  • Accurately record all time within our accounting software
  • Raise all invoices for your matters in a timely and efficient manner
  • Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters
  • Deal with routine and difficult enquiries effectively and efficiently; and ensure that any client complaints are dealt with both professionally and promptly.

Skills and Attributes:

  • Probate Fee Earner with at least 4 years’ PQE in probate and estate administration, should be confident in handling all aspects of associated transactions
  • Minimum of 4+ years of running a probate caseload
  • Can utilise and maintain a case management system
  • Ability to be confident working independently and efficiently, as you will be dealing with high-value and quite complex cases
  • Conveyancing experience, sales of properties, management of a client’s estate
  • Confident drafting legal documents, statements and decision-making
  • Strong sense of responsibility and ability to complete tasks with minimal supervision
  • Positive attitude towards change
  • Excellent communication skills – in order to handle, possible, difficult conversations with clients
  • Can understand and adopt the Company’s values and behaviours.

Benefits:

  • Competitive salary
  • Bonus package available
  • 28 days holiday, inclusive of Bank Holidays
  • Pension scheme
  • Progression opportunities within a growing, innovative legal company

Honey Legal is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences.

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hello@honeylegal.co.uk
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0800 9 500 100

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