Probate Administrator
South Croydon| Permanent | Full-Time
Salary: Competitive and dependent on experience
We are seeking an experienced and highly organised Probate Administrator to join our busy and growing probate team. This is an excellent opportunity for a knowledgeable probate professional who can hit the ground running and play a key role in supporting the efficient administration of estates.
Due to increasing workload and business demand, we are looking for a committed individual with genuine hands-on probate experience who can manage case files confidently while delivering an excellent client experience.
The Role
As a Probate Administrator, you will be responsible for supporting the administration of estates from initial instruction through to completion. You will work closely with clients, financial institutions, and other third parties to ensure matters are progressed efficiently and accurately.
This role requires someone with practical probate administration experience and the ability to manage their workload independently within a supportive team environment.
Key Responsibilities
Setting up new probate files and managing case administration from instruction through to completion
Gathering and collating estate and asset information from financial institutions and third parties
Preparing probate documentation and applications for submission to the Probate Registry
Assisting with inheritance tax assessments and related documentation
Liaising with banks, building societies, investment providers, utility companies, and other organisations
Maintaining accurate file records and case management systems
Providing regular updates and support to clients throughout the probate process
Chasing outstanding information and documentation to ensure cases progress efficiently
Supporting the team in managing workloads and reducing case backlogs
Ensuring all work is completed accurately and in accordance with company procedures and relevant regulations
Candidate Requirements
Essential
Previous experience as a Probate Administrator, Probate Case Handler, Estate Administrator, or in a similar role
Proven hands-on experience of probate and estate administration
Strong understanding of the probate process from application through to estate administration
Experience handling probate applications and estate-related correspondence
Excellent organisational and administrative skills
Strong communication skills, both written and verbal
Ability to manage multiple cases and priorities effectively
High level of accuracy and attention to detail
Desirable
Experience using Exizent or similar probate case management software
Knowledge of trusts and charitable legacies
Experience conducting client onboarding and providing ongoing client updates
Previous experience within a legal, will-writing, or specialist probate environment
About You
The successful candidate will:
Have practical, real-world probate experience rather than solely academic knowledge
Be capable of working independently and taking ownership of their workload
Be organised, reliable, and committed to delivering high standards of service
Enjoy working as part of a collaborative and supportive team
Be looking for a stable, long-term career opportunity
What's on Offer
Permanent, full-time position
Competitive salary based on experience
Supportive and friendly team culture
Opportunity to further develop your probate expertise
Long-term career prospects within an established and growing business
Location
South Croydon
This is an office-based role and candidates should be able to commute reliably to the office.
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