Probate Administrator

Probate Administrator

South Croydon| Permanent | Full-Time Salary: Competitive and dependent on experience

We are seeking an experienced and highly organised Probate Administrator to join our busy and growing probate team. This is an excellent opportunity for a knowledgeable probate professional who can hit the ground running and play a key role in supporting the efficient administration of estates.

Due to increasing workload and business demand, we are looking for a committed individual with genuine hands-on probate experience who can manage case files confidently while delivering an excellent client experience.

The Role

As a Probate Administrator, you will be responsible for supporting the administration of estates from initial instruction through to completion. You will work closely with clients, financial institutions, and other third parties to ensure matters are progressed efficiently and accurately.

This role requires someone with practical probate administration experience and the ability to manage their workload independently within a supportive team environment.

Key Responsibilities

Setting up new probate files and managing case administration from instruction through to completion Gathering and collating estate and asset information from financial institutions and third parties Preparing probate documentation and applications for submission to the Probate Registry Assisting with inheritance tax assessments and related documentation Liaising with banks, building societies, investment providers, utility companies, and other organisations Maintaining accurate file records and case management systems Providing regular updates and support to clients throughout the probate process Chasing outstanding information and documentation to ensure cases progress efficiently Supporting the team in managing workloads and reducing case backlogs Ensuring all work is completed accurately and in accordance with company procedures and relevant regulations

Candidate Requirements

Essential

Previous experience as a Probate Administrator, Probate Case Handler, Estate Administrator, or in a similar role Proven hands-on experience of probate and estate administration Strong understanding of the probate process from application through to estate administration Experience handling probate applications and estate-related correspondence Excellent organisational and administrative skills Strong communication skills, both written and verbal Ability to manage multiple cases and priorities effectively High level of accuracy and attention to detail

Desirable

Experience using Exizent or similar probate case management software Knowledge of trusts and charitable legacies Experience conducting client onboarding and providing ongoing client updates Previous experience within a legal, will-writing, or specialist probate environment

About You

The successful candidate will:

Have practical, real-world probate experience rather than solely academic knowledge Be capable of working independently and taking ownership of their workload Be organised, reliable, and committed to delivering high standards of service Enjoy working as part of a collaborative and supportive team Be looking for a stable, long-term career opportunity

What's on Offer

Permanent, full-time position Competitive salary based on experience Supportive and friendly team culture Opportunity to further develop your probate expertise Long-term career prospects within an established and growing business

Location

South Croydon

This is an office-based role and candidates should be able to commute reliably to the office.

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