Lead Probate Administrator

• Location: Bristol
• Salary: £26,000 – £28,000 Pro Rata DOE
• Employment Type: Part-time (21-25 hours per week, flexible schedule)
• Reports to: Team Leader

We are seeking a dedicated and detail-oriented Probate Administration Manager to join our team. This vital role focuses on the sensitive and efficient administration of probate cases, providing high-quality service to bereaved families, solicitors, and third-party providers. The ideal candidate will possess a strong background in probate-related work, a solid understanding of financial services products, and the empathy required to support clients during challenging times.

• Manage end-to-end administration of pre-probate cases, ensuring all tasks are completed efficiently, accurately, and with empathy.
• Liaise with bereaved families, solicitors, financial providers, and third-party organisations to facilitate probate processes.
• Write and send formal correspondence to product providers and follow up to ensure timely responses.
• Assist with gathering documentation and information required for probate applications, including forms from providers.
• Obtain policy valuations for probate and compile into a probate valuation.
• Handle the distribution of policies and associated paperwork, ensuring all data is accurate and up to date.
• Conduct internal data checks to verify details and ensure the accuracy of information before submission or communication.
• Prioritise workload effectively without constant direction, demonstrating initiative and self-management.
• Support vulnerable clients and families by communicating in a clear, compassionate, and professional manner.
• Monitor outstanding queries and follow up proactively to meet internal and regulatory timelines.
• Maintain meticulous records and ensure compliance with company standards and legal requirements.
• Identify opportunities to improve probate-related processes and contribute to service excellence.

• Previous experience in probate-related administration is advantageous or equivalent experience in a similar background.
• Solid understanding of financial services products (e.g., life policies, investments, pensions).
• Excellent written and verbal communication skills – able to be clear, concise, and empathetic.
• Strong interpersonal skills, particularly when dealing with bereaved or vulnerable individuals.
• High level of attention to detail and accuracy.
• Proven ability to manage and prioritise your own workload independently.
• Comfortable liaising with solicitors, external providers, and third-party services.
• Numeracy skills to support documentation and policy management.
• Proactive and organised, with the ability to work under pressure and meet deadlines.

• Training provided.
• Support and flexibility around obtaining qualifications.
• 25 days holiday plus bank holidays (Pro Rata).
• Company Pension scheme.
• Group Life scheme.
• Emergency fund availability.

To apply for the Probate Administration position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.