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 (phone number removed) for more details

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