Probate and Wills Adviser 


Probate and Wills Adviser 

Job type: Permanent
Hours: Full-time
Salary: £27,000-£32,000
Location: Carlisle

NXT Recruitment are proud to be working on behalf of one of the leading Accountancy firms in Cumbria who are seeking a Probate and Wills Adviser to work in their growing Probate and Wills team.

The Role

To provide probate and estate completion services to clients in a supporting and professional manor as well as helping the team with their business goals and standards.   The ideal candidate will be a person who can provide a professional service in a sensitive environment whilst finding ways to improve/develop the departments processes.  

Key Duties

  • Handle all probate tasks and guide clients during the process to ensure estates are finished on time, meet all important deadlines, and keep executors informed about the progress.
  • Meet clients and guide them through the processes whilst gather all required information/documents.
  • To prepare and submit all necessary probate & estate administration documents.
  • Helping clients understand what they need to do for setting up a Trust, gathering all the necessary information, and getting the Trust officially registered when needed.
  • Gather and organise personal and financial information from clients to offer them suitable advice on wills and estate planning.
  • To draft, prepare and register wills, Lasting Powers of Attorney and other estate planning documentation, of varying degrees of complexity, together with any ancillary documents and correspondence.

Requirements and Skills

  • Experience in estate administration, including managing a caseload.
  • Experience in administering estates that exceed the inheritance tax threshold and completing IHT400 returns.
  • Experience in completing applications for a grant of representation.
  • Experience in Will Writing (not essential) 
  • Proficient in using Microsoft applications
  • High standards of work with a strong sense of confidentiality.
  • Strong emotional intelligence and able to support and assist clients during sensitive times. 

Apply online today or call Simon Kean on 01228 812585 or email [email protected] for more details

NXT Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this position, you accept the Terms and Conditions, Privacy Policy, and Disclaimers, which can be found at the NXT Recruitment website

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