Probate Specialist - Huddersfield - HNW/Complex Estates

Posted 1 day 2 hours ago by qed legal

£45,000 - £50,000 Annual
Permanent
Full Time
Other
Yorkshire, Huddersfield, United Kingdom, HD1 1
Job Description
An excellent opportunity has arisen for an experienced Probate Specialist to join a well-established and highly regarded Private Client team in Huddersfield. This is an exciting opportunity for a probate professional with strong technical expertise to work on a high-quality caseload of complex, high-value and high-net-worth estates, providing expert advice and exceptional client service throughout the estate administration process. The Role You will manage a varied caseload of probate and estate administration matters from initial instruction through to final distribution, with particular exposure to complex and high-net-worth estates. Your responsibilities will include:
  • Managing the full estate administration process from instruction through to distribution.
  • Dealing with high-value and complex estates involving business interests, agricultural assets, trusts, investments and overseas assets.
  • Preparing applications for Grants of Probate and Letters of Administration.
  • Advising executors, trustees and beneficiaries.
  • Preparing inheritance tax returns and dealing with HMRC.
  • Identifying inheritance tax planning opportunities during estate administration.
  • Preparing estate accounts and arranging distributions.
  • Dealing with contested estates and Inheritance (Provision for Family and Dependants) Act 1975 claims where appropriate.
  • Working closely with accountants, financial advisers, wealth managers, valuers and other professional advisers.
  • Building strong relationships with high-net-worth clients and professional referrers.
  • Supporting the continued growth and development of the Private Client team.
About You You will have significant experience in probate and estate administration, ideally with a proven track record of managing complex and high-net-worth estates. You should have:
  • Strong technical knowledge of probate, estate administration, inheritance tax and trusts.
  • Experience managing a caseload independently from instruction through to completion.
  • Excellent client care and communication skills.
  • The ability to handle sensitive matters with professionalism, empathy and discretion.
  • Strong organisational and time-management skills.
  • A proactive and commercially minded approach to client service.
You may be a Solicitor, Chartered Legal Executive, STEP-qualified practitioner or an experienced probate professional with equivalent experience. What's on Offer? Alongside a competitive salary, you'll benefit from a strong package designed to support both your career and your wellbeing, including:
  • Competitive salary and bonus/incentive opportunities.
  • 24 days' holiday, increasing with long service.
  • Option to buy or sell annual leave each year.
  • Birthday holiday.
  • Additional Christmas holidays.
  • Flexible working hours.
  • Hybrid working, with a mix of office and home working depending on the role.
  • Group pension scheme, including the option to make additional contributions through salary sacrifice.
  • Life assurance of 3 x annual salary.
  • Perkbox membership, providing discounts at hundreds of high street and online retailers.
  • Employee Assistance Programme, including confidential 24/7 support and structured counselling sessions.
  • Electric Vehicle Leasing Scheme, subject to eligibility.
  • Professional development and financial study support.
  • Discounted legal services, including conveyancing, wills and probate.
  • Employee recognition initiatives.
  • Colleague introduction scheme.
  • Social events and charity fundraising activities.
  • Seasonal staff treats and a range of colleague-focused initiatives.
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