My client are probate specialists who are looking for a Case Handler to join their team. In your role as a Probate Case Handler, you will be responsible for completing the administration process for a number of estates. You will be required to prepare letters to clients updating them as to the position of the estate throughout the process, and these letters will be checked and sent by an Account Manager.
Duties include, but are not limited to:
- Chase up all outstanding organisations.
- Close all accounts down.
- Liaise with third parties such as estate agents and conveyancers.
- Prepare update letters to clients to be sent by the Account Manager.
- Put forward any necessary payments so that the liabilities of the estate are settled.
- Ensure the necessary documentary evidence is obtained and available to be sent with the estate accounts.
- Use the CRM fully to ensure that all information/documentation is uploaded to the case and that you are checking the information put there by others before any action is taken.
In order to succeed within this role, candidates must be able to work accurately and thoroughly. Previous experience within an administrative role is key alongside the ability to think outside of the box, provide an empathetic approach to clients and be able to write letters to a high standard.
In return, you will be given a basic salary which starts at £24,000 per annum with clear progression paths, free parking on site, 20 wellness hours per annum and company events.
Purple Panda Recruitment Ltd (Company Number 11505752) Is a UK based Recruitment Agency. We operate an equal opportunities policy of treating all employees, clients and candidates equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, age, marital or civil partnership status or disability.Due to the high volume of CVs received we do not provide individual feedback on applications. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful. For further feedback please contact us directly.