Probate Manager - Manchester

Manchester, Greater Manchester
21 Jun 2018
20 Aug 2018
Role Classification
Other Professional
Contract Type
Experience Level
5+ yrs PQE

The Group 

Our Private Capital Group provides bespoke services and solutions on both a national and international scale. The Group's client base includes entrepreneurs, business executives, landowners and trustees, all of whom benefit from our position within a large, commercial law firm.  Expertise and experience ranges from personal estate planning through to the management of complex, multi-million-pound estates and trusts. We also have extensive experience of complex trust and estate disputes/litigation as well as experience of offshore tax planning structures. The team acts for many charities and advises on the wide variety of transactions they become involved in. These include fundraising issues, governance and structural matters, trading, taxation, mergers and trustees' duties and responsibilities, as well assisting with complex commercial transactions.  

Our Requirements 

We are looking for an experienced Probate Manager to manage a mixed caseload that includes probate, powers of attorney, trust and wills matters.  You will have experience of dealing with a variety of estates, liaising with executors and beneficiaries and dealing with HRMC, as well as preparing estate accounts. Our client base includes a high proportion of high net worth clients with complex financial arrangements and we expect you to handle straightforward matters with minimal supervision. All members of our team are encouraged to get involved in business development activities and are given many opportunities to build their own reputation in the local market.   

Knowledge, skills and experience required 

We expect that you will have gained a minimum of five years of post qualification experience or equivalent in a comparable practice    In building this experience you will have demonstrated a good level technical and analytical skills, a keen intellect and a commercial mindset. You will be able to demonstrate that you are able to provide pragmatic, robust and tailored advice in a way that supports internal and external clients alike. The successful candidate will have: 

  • Excellent academic achievement with a minimum 2:1 degree 
  • STEP qualified (or currently undertaking this qualification) 
  • At least five years of post qualification experience gained within a comparable environment and at an appropriate level  
  • Clear understanding and working experience of the operation and structure of a leading law firm and the needs of the clients of a top flight team