Probate Manager - Birmingham

Location: Birmingham
Office: Birmingham
Discipline: Private client
Contact name: Samuel Taylor

Contact email:
Contact phone: 07918207534
Vacancy reference: 016193
Duration: Permanent
Closing date: 28 August 2022

Probate Manager, Birmingham

What does the role involve?

We are looking for an experienced probate specialist  

You will advise a range of clients specialising in probate work and estate administration on a wide variety of matters including, all aspects of finalising a person's estate, including; 

  • Applications for grants of representation 
  • Inheritance tax calculations 
  • The distribution of assets and establishing or re-structuring trusts under a will. 

Typically, we act for wealthy families and individuals, business people and landowners, and who often have large and complex estates. 

Why should I apply?

This is a fantastic opportunity for you to join  the Leading Private Client Team in the Midlands, undertaking technically interesting work and working alongside top Estate Planning Lawyers. 

What experience is required?

You will be a Chartered Legal Executive, Solicitor or Probate Manager with proven experience within probate work. 

What skills and attributes would I need?


  • Previous experience in a comparable role 
  • Numeracy 
  • Good IHT and technical knowledge 
  • Solid previous experience of preparing sets of accounts for probates  
  • Excellent communication and interpersonal skills 
  • Effective time and matter management and a systematic approach to work 
  • IT literacy 
  • Attention to detail 

Desirable (but not essential) 

  • Accounting or tax qualification 
  • STEP qualification 

Pre-employment screening

Please note that, in the event that we make an offer of employment, we will conduct pre-employment screening that includes checks relating to your professional and academic qualifications, references from previous employers, your eligibility to work in the UK and any disciplinary history recorded with the Solicitors Regulation Authority (SRA). You will also be required to complete a self-declaration to access your character and suitability.


Disclosure and barring service check

This post is also subject to a satisfactory response from the Disclosure and Barring Service (DBS) to check for any previous criminal convictions.