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Probate Executive/Paralegal

CRA Consulting
Posted 21 days ago, valid for 8 days
Location

Sheffield, South Yorkshire S5 8DP

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Probate Executive / Paralegal with a salary range of £25,000 - £30,000.
  • The position is located in Sheffield at a reputable private client focused firm.
  • The firm seeks a candidate with ideally 2+ years of experience in a private client or probate role.
  • Responsibilities include full case management of probate files, client communication, and assisting with estate administration.
  • The role emphasizes excellent client care, communication skills, and offers opportunities for professional development.

Job Title: Probate Executive / ParalegalSalary: £25,000 - £30,000Location: SheffieldAbout the Firm and Role:This is a fantastic opportunity to join a well-established private client focussed firm in Sheffield that has a strong reputation for delivering high-quality private client services. The firm is seeking a knowledgeable and client-focused probate executive or paralegal to support the team in managing a busy caseload of probate matters.You will be joining a collaborative and friendly private client team with access to ongoing support, professional development, and clear opportunities for career progression. This role offers you the chance to handle a varied caseload of probate files from start to finish, working alongside experienced colleagues and gaining exposure to more complex matters as you grow within the role.You'll play a key part in the client journey, helping families through what is often a difficult time with empathy, efficiency, and professionalism.The role will include but is not limited to:

  • Full case management of probate files
  • Preparation and submission of applications for grants of probate
  • Liaising with clients, beneficiaries, and third parties
  • Drafting estate accounts and associated documentation
  • Assisting with estate administration from instruction to distribution
  • Supporting senior fee earners on complex estate matters
  • Ensuring compliance with internal procedures and legal regulations

About You:

  • Ideally 2+ years' experience working in a private client or probate role
  • Strong understanding of probate processes and estate administration
  • Excellent client care and communication skills
  • Able to manage files independently with minimal supervision
  • Motivated, organised and keen to develop professionally

How to apply:If this vacancy sounds like it may be a fit for your next move, click the apply button. Alternatively, for a confidential discussion, please contact Ross Roberts on who is managing this vacancy.Looking to explore other opportunities? Visit our jobs page at jobs

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.