Probate Specialist – Huddersfield – HNW/Complex Estates

Job Description

An excellent opportunity has arisen for an experienced Probate Specialist to join a well-established and highly regarded Private Client team in Huddersfield. 

n This is an exciting opportunity for a probate professional with strong technical expertise to work on a high-quality caseload of complex, high-value and high-net-worth estates, providing expert advice and exceptional client service throughout the estate administration process.

n The Role You will manage a varied caseload of probate and estate administration matters from initial instruction through to final distribution, with particular exposure to complex and high-net-worth estates.

n Your responsibilities will include:n  

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• Managing the full estate administration process from instruction through to distribution.

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• Dealing with high-value and complex estates involving business interests, agricultural assets, trusts, investments and overseas assets.

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• Preparing applications for Grants of Probate and Letters of Administration.

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• Advising executors, trustees and beneficiaries.

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• Preparing inheritance tax returns and dealing with HMRC.

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• Identifying inheritance tax planning opportunities during estate administration.

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• Preparing estate accounts and arranging distributions.

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• Dealing with contested estates and Inheritance (Provision for Family and Dependants) Act 1975 claims where appropriate.

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• Working closely with accountants, financial advisers, wealth managers, valuers and other professional advisers.

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• Building strong relationships with high-net-worth clients and professional referrers.

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• Supporting the continued growth and development of the Private Client team.

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About You You will have significant experience in probate and estate administration, ideally with a proven track record of managing complex and high-net-worth estates.

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• Strong technical knowledge of probate, estate administration, inheritance tax and trusts.

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• Experience managing a caseload independently from instruction through to completion.

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• Excellent client care and communication skills.

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• The ability to handle sensitive matters with professionalism, empathy and discretion.

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• Strong organisational and time-management skills.

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• A proactive and commercially minded approach to client service.

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You may be a Solicitor, Chartered Legal Executive, STEP-qualified practitioner or an experienced probate professional with equivalent experience. 

n What's on Offer? Alongside a competitive salary, you'll benefit from a strong package designed to support both your career and your wellbeing, including:n  

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• Competitive salary and bonus/incentive opportunities.

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• 24 days' holiday, increasing with long service.

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• Option to buy or sell annual leave each year.

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• Birthday holiday.

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• Additional Christmas holidays.

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• Flexible working hours.

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• Hybrid working, with a mix of office and home working depending on the role.

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• Group pension scheme, including the option to make additional contributions through salary sacrifice.

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• Life assurance of 3 x annual salary.

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• Perkbox membership, providing discounts at hundreds of high street and online retailers.

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• Employee Assistance Programme, including confidential 24/7 support and structured counselling sessions.

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• Electric Vehicle Leasing Scheme, subject to eligibility.

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• Professional development and financial study support.

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• Discounted legal services, including conveyancing, wills and probate.

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• Employee recognition initiatives.

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• Colleague introduction scheme.

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• Social events and charity fundraising activities.

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• Seasonal staff treats and a range of colleague-focused initiatives.

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