Associate Personal Estate Manager (Trusts and Wills) - Pear Tree Recruitment Limited : Job Details

• £30,000 - £36,000 p/a DOE
• Bristol City Centre
• Hybrid/Remote
• Permanent

Do you have previous end-to-end estate administration experience, including taxable and complex estates?

Our client is a well-respected provider of probate and estate administration services, and we are pleased to be recruiting for an Associate Personal Estate Manager to join their team!

You will be managing approximately 45-60 estates at any one time, ensuring the estate administration process is as smooth and easy as possible for clients going through a bereavement.

This role will be hybrid if living in and around Bristol and remote otherwise, with some occasional travel to the Bristol office as required.

Key responsibilities include:

• Providing appropriate levels of contact, support, and advice to clients
• Taking ownership and responsibility for all personal estates
• Effectively managing and progressing a caseload of estates
• Reviewing any complaints and working with the client on a satisfactory resolution
• Coaching and mentoring junior colleagues including checking and signing off work
• Working with management to carry out training plans for staff members
• Handling inbound emails and telephone calls from customers and business partners
• Identifying ways to improve customer service delivery

Skills and experience required:

• At least 2 years’ end-to-end estate administration experience
• Strong knowledge and experience of managing taxable and complex estates
• Ability to achieve set targets for client satisfaction and case progression
• Strong IT literacy and communication skills
• Ability to work collaboratively and lead by example

If you have experience in a similar role and are looking for a new challenge, apply today!