Probate Manager


Details:
  • Salary: £70,000 - 85,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: Derby Derbyshire
  • Date: 2 weeks ago
Description:

Who my client is looking for:

As a Probate Manager you will be responsible for the overall performance of the probate department including the delivery of rightprobate in line with our company values and core purpose. You will be responsible for the delivery of their business targets and K.P.I’s by motivating, monitoring and managing team members and providing coaching and training where needed.

Who are they?

My client is a well-established Law firm, regulated by the SRA who specialise in Wills, Probate and Estate Planning. They have built a network across the country which work together on a mission to change the way people think about making a Will and preserve not only our clients’ financial assets but their emotional assets too, for future generations. They are here to protect memories, not just money.

Things you can expect working at this firm:

* Career progression on opportunities – They pride ourselves on home-grown talent!

* Annual career planning platforms – They want to hear all about you and your goals for the year and help you to facilitate your personal and professional ambitions

* A company culture that embodies empowerment and ownership. They don’t do hierarchy!

* Company ‘get togethers’ – There’s always something fun happening over here…

* Rewards & Recognition programmes – You want to be recognised for you efforts don’t you? They love celebrating success.

* Westfield Health benefits – They want to make sure you have access to look after your physical and mental health and have 24/7 access to those ‘healthy extra’s’.

Main Duties & Responsiblities:

* Handling your own caseload of probate files

* Ensuring all members of the team are delivering 5* customer service at all times

* Working with the rest of the business to deliver its core purpose and cultural values

* Driving both individual and business targets whilst motivating others within the team to do the same

* Ensuring K.P.I’s are achieved. Where they are not being met working closely with the individuals and the training academy to develop their skills and knowledge

* Monitoring carefully the team’s work in progress and billing & banking figures

* Ensuring business standards are being achieved and addressing non-compliance with our processes, standards and culture

* Developing and maintaining effective business-to-business relationships

* Preparing and delivering team meetings and conducting quarterly reviews with each member of the team

* Observing all advisors at least once per quarter

Key Competencies & Experience:

* Wide technical knowledge and ability in the area of Probate & Trust Law

* STEP qualified is desirable but not essential

* Passion – Believe and understand our business and deliver ‘The WOW Factor’ to their clients and colleagues

* Commitment/Dedication – They are looking for somebody who is fully committed to the role in order to meet business deadlines and targets but also drive the performance of the department through a stage of growth

* Lead by example – be strict in your own personal adherence to their business standards

* Energy/Drive – High energy and drive is needed to motivate a team

Salary:

£70,000 – £85,000 dependant on experience

A bonus structure based on individual/team performance and company pension

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