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Probate Specialist

Fidler & Pepper
£38,085 - £48,224 a year
Nottinghamshire, England
Full time
1 day ago

Why Join Us?

At Fidler & Pepper Lawyers, were more than just a law firmwere a community. With four offices across Mansfield, we blend a friendly, supportive office culture with hybrid and remote working opportunities. We believe that when employees thrive, clients receive the best service. Thats why we foster a workplace where people love what they do. Were hardworking, yet we have fun. We support each other, invest in personal growth, and prioritise well-being. Join us and enjoy training, learning opportunities, wellbeing days and personal development workshops designed to help you grow professionally and personally.

Job Purpose and Overview

You will take a leading role in the administration of estates, including high value and complex matters, and serve as a trusted advisor to clients navigating the probate process. You will manage your caseload from inception to closure, including liaising with executors, beneficiaries, HMRC, and other professional parties, always delivering a high standard of client care and technical accuracy. This role requires a strong understanding of probate procedures, legal documentation, and client communication.

You will be confident working autonomously while also contributing to the growth and development of less experienced team members. This is a full time position (35 hours per week).

Key Tasks, Knowledge and Accountabilities

  • Manage a full and varied caseload of probate matters, including complex, high-value, and taxable estates
  • Prepare and submit probate applications (both online and paper), including IHT205 and IHT400 forms
  • Draft detailed estate accounts, deal with the collection and distribution of assets, and handle cross-border elements where applicable
  • Experience with NRB trusts and their implementation and taxation
  • Experience with processes and documentation around NRB trusts and appointments and closures and the implications thereof
  • Liaise with executors, beneficiaries, HMRC, financial institutions, and the Probate Registry
  • Provide empathetic and practical support to clients throughout the administration process
  • Support, mentor, and supervise junior team members, offering guidance, technical oversight, and feedback as needed
  • Keep up to date with changes in probate law, inheritance tax, and best practices
  • Ensure strict compliance with CLC and firm-wide procedures, including AML and data protection protocols

Person specification

  • Minimum of 68 years experience in UK probate and estate administration, you may be a qualified Solicitor, CILEX or Step member
  • Proven ability to manage complex matters independently with minimal supervision
  • In-depth knowledge of inheritance tax reporting, estate taxation, and probate processes
  • Experience with international estates, trusts, or business succession matters
  • Experience supervising or mentoring others, formally or informally
  • Excellent written and verbal communication skills, with a client-focused approach
  • Comfortable working under pressure, managing deadlines, and prioritising workloads
  • Proficient in legal case management systems and Microsoft Office

What we offer you

A Flexible working environment

  • We offer a number of flexible working options to staff, which allow them to balance their individuals needs with those of the business
  • The flexibility to take annual leave from as little as one hour at a time
  • We also operate a flexitime working system providing flexibility with hours of work
  • Lunchtime closure across the firm with one hour lunchbreak

Salary and benefits

  • We offer a competitive salary within a salary scale that allows ongoing progression
  • A starting annual leave entitlement of 31 days (including bank holidays) increasing by a further 2 weeks with service
  • Additional 1/2 day off on your birthday
  • Full-time hours which are lower than many employers at 35 hours per week over Monday to Friday
  • We operate a non-contractual bonus scheme which you will benefit from after completion of our settling in period
  • Structured personal development and progression pathways
  • Collaborative team environment
  • Mental health and wellbeing support

Ready to Join Us?

If youre looking for a career where you feel valued, supported, and challenged, apply today! But dont waitthis vacancy may close earlier than the specified date once sufficient applications are received.

At Fidler & Pepper, we are committed to actively promoting and fostering an inclusive working environment, where everyone feels valued and we build relationships based on mutual respect and trust. In our community, employees are encouraged to contribute their unique perspectives and we strive to create a workplace where diversity is celebrated, embraced and embedded within our company values. Discrimination of any kind, has no place within our company culture.

We believe in creating a great place to work, as we know that a positive working environment helps us create a successful business. Happier staff give a better service, and a better service means happier clients. Fidler & Pepper supports every individual, providing the opportunity to develop in their career, thrive in their roles and reach their full potential within a supportive environment. Treating every employee as an individual is at the heart of Fidler & Pepper and we combine the business needs with the individuals needs and ambitions. By doing this we create a working environment where everyone can apply the best version of themselves to their time at work.

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