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Senior Probate Case Manager

  • Job
    Full-time
    Mid Level
  • Consulting
    Legal
  • Bristol, +1

AI generated summary

  • You need 3+ years in estate administration, strong private client knowledge, excellent communication, and experience with legal documents and case management systems.
  • You will manage probate cases, prepare legal documents, advise clients, ensure compliance via case management systems, and mentor junior team members for high standards in the Probate Team.

Requirements

  • Qualifications: A minimum of three years' experience in estate administration as a Law Graduate, Solicitor, CILEX, or TEP.
  • Knowledge: Strong background in private client work and a commitment to staying updated with legal developments.
  • Skills: Excellent organisational and communication skills, both written and verbal. Ability to build strong client relationships and handle confidential information with discretion.
  • Experience: Proven ability to draft and prepare legal documents to a high standard and manage probate cases efficiently using a case management system.

Responsibilities

  • Managing Probate Cases: Handle a mix of grant-only and estate administration cases independently.
  • Legal Document Preparation: Draft high-quality legal documents with precision and accuracy.
  • Client Interaction: Provide expert legal advice and regular updates to clients using various communication methods.
  • Compliance and Efficiency: Utilise our case management system to ensure timely and compliant case progression.
  • Training and Support: Mentor junior team members and maintain high standards within the Probate Team.

FAQs

What is the location for the Senior Probate Case Manager position?

The position is located in Bristol/Cardiff.

What type of contract is offered for this role?

The contract is permanent and full-time.

How many hours per week is the Senior Probate Case Manager expected to work?

The role requires 37.5 hours of work per week.

What are the key responsibilities of a Senior Probate Case Manager?

Key responsibilities include managing probate cases, preparing legal documents, client interaction, ensuring compliance and efficiency, and providing training and support to junior team members.

What qualifications are required for this position?

A minimum of three years' experience in estate administration as a Law Graduate, Solicitor, CILEX, or TEP is required.

What kind of benefits does NewLaw offer for this role?

NewLaw offers a competitive salary, annual leave, pension contributions, financial benefits, lifestyle and wellbeing benefits, motoring benefits, and access to the Wagestream app.

Is previous experience in private client work necessary?

Yes, a strong background in private client work is essential for this role.

How does NewLaw support employee wellbeing?

NewLaw provides a 24/7 Employee Assistance Programme, discounted gym memberships, eye care vouchers, and a mental well-being mobile app.

What legal developments are expected to stay up-to-date with in this role?

As a Senior Probate Case Manager, you are expected to stay updated with developments in estate administration and related legal practices.

Can you explain the importance of compliance in this job?

Compliance is crucial to ensure timely and lawful case progression, which helps maintain NewLaw's high standards and client trust.

Law
Industry
501-1000
Employees
2004
Founded Year

Mission & Purpose

NewLaw Solicitors is a law firm that specialises in providing comprehensive legal services across various areas, including personal injury, medical negligence, and employment law. Their ultimate mission is to deliver expert legal advice and representation to individuals, ensuring they receive justice and the best possible outcomes for their cases. NewLaw's purpose is to make a positive difference in the lives of their clients by offering accessible, high-quality legal support and advocating for their rights with dedication and professionalism.