Probate Specialist - Huddersfield - HNW/Complex Estates
24 days ago
Huddersfield
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. For more information on this vacancy please reach out to me here: