Part Time - Probate Representative
📍 Location: Ramsgate, Kent
💰 Salary: £12,698.40 - £13,000
💼 Job Type: Permanent - Onsite
⏰ Hours: 20 hours per week - Flexible
Join Our Family Business & Play a Key Role in Estate Administration
Are you highly organised with a keen eye for detail? Do you enjoy working with legal and financial institutions to uncover and manage assets? Join a family-run business as a Probate Representative, where you'll liaise with key organisations to locate, verify, and value estate assets for probate cases.
This is a part-time position, days are flexible, 20 hours per week.
✨ What's on Offer:
- A stable and rewarding career with a company that values your contributions.
- Casual dress code - no corporate stiffness, just a relaxed and productive environment!
- 33 days of annual leave (including bank holidays, pro rota) - because work-life balance matters!
- Comprehensive training and ongoing support to help you develop your skills.
Key Responsibilities
- Engage with banks, councils, solicitors, the police, and other institutions to locate assets and financial records.
- Obtain valuations of properties, vehicles, investments, and other estate assets for probate purposes.
- Request and review financial documents to build a clear picture of an estate's assets and liabilities.
- Liaise with legal and financial professionals to ensure compliance with probate requirements.
- Manage correspondence and maintain accurate records, ensuring all documentation is organised and up to date.
- Coordinate with external services such as estate agents, valuers, and auction houses to arrange valuations and asset sales where necessary.
- Ensure probate applications are submitted correctly and all legal obligations are met in a timely manner.
What We're Looking For
- Experience in probate, financial services, legal administration, or asset management is beneficial but not essential.
- Strong communication skills with the confidence to engage with banks, councils, solicitors, and other professionals.
- Excellent organisational and time-management abilities to handle multiple cases efficiently.
- A keen eye for detail and the ability to analyse financial information.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to learn new systems quickly.
- A proactive and professional approach to problem-solving.
Why Join this company?
- A supportive, family-run business where your work truly makes a difference.
- A structured and well-organised environment with clear processes and training.
- A key role behind the scenes-minimal client interaction, focusing instead on asset location and valuation.
If you're analogical, detail-focused, and eager to work in a professional yet friendly environment, we'd love to hear from you!
Apply now and take the next step in your career with us.
