Job Description

Headlines

Role

- Associate Probate Case Manager (internally known as Associate Personal Estate Manager)

Salary -

32,000 - 37,000 DOE

Start Date

- Flexible

Close date

- 29th August 2025

Location -

UK only, Central Bristol / Hybrid

About us

At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.

You can find out more about us via: https://www.kctrust.co.uk/about-us

Our Purpose

To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.

What you'll be doing

Take ownership and responsibility for all individual estates ensuring you provide the right levels of contact, support and advice to your clients and business partners. Effectively manage and progress a full caseload of approximately 45-60 with the average complexity tier being Tier 2 or higher. Take responsibility for the coaching and mentoring of junior colleagues including the checking and signing off work. Work with the Team Mangers and the wider business in arranging and carry out training plans and sessions for staff members including training sessions in 1-2-1 or group environment either in the office or online via Microsoft Teams. Contributing to continuous improvement and innovation in how we work

What we're looking for

Qualifications are desirable but not essential, we are looking for individuals with some of the following experience:

Working with full end - to end estate administration Delivering excellent customer service to internal and external stakeholders and clients Experience working in private client estate administration Experienced in handling estates that are subject to IHT Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations
The type of person you'll be:

Have keen accuracy and attention to detail Ability to use initiative and organise your own case load Enthusiasm for working within legal services A strong communicator--clear, empathetic, and confident A proactive, solutions-focused individual Possess the ability to work independently and as part of a collaborative team

What we can offer you

We believe in rewarding great work. For this role we offer the following benefits from day 1:

32,000 - 37,000K per annum DOE Quarterly bonus scheme 25 days plus bank holidays, increasing annually to 30. Health Cash Plan - Cash back for Dental, optical, and other treatments Employee discounts across a range of products and services. Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy. Company pension scheme - matching up to 5% Income protection insurance Life assurance policy Enhanced family leave (upon completion of probation) Cycle to work scheme Employee Assistance Programme

Why join us?

A supportive, people-first culture Opportunities for growth and development A chance to make a real impact during life's most challenging times Hybrid and flexible working options to suit your needs

Where you'll be working

From home, and from our offices based at Spectrum House, Bond Street Bristol BS1 3LG

Hiring process - what to expect

We like to keep things clear and straightforward. Here's what you can expect:

Application review

- We review applications on a rolling basis and will contact you when shortlisted

Initial chat

- A short call with Charlotte to get to know you better. There will be some element of competency here but we aim for it to be more conversational. (30mins)

Interview

- This is your competency based interview with Lee Rossiter, Ali Yeates & Charlotte Toogood (up to 60mins)

Task (if applicable)

- A chance to show us how you think, this may be part of the interview or done before/after depending on the role

Final Stage (if applicable)

- Meet more of the team and ask any final questions

Feedback

- We will contact you following your interview, typically within 1 week.

Support

- We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments--whether that's for an interview or any part of the process--please let us know. We're happy to have a conversation about how we can best support you.

Ready to apply?

If Kings Court Trust sounds like the kind of place where you'd thrive, we'd love to hear from you. Apply now and help us shape the future of estate administration.

For any queries you may have before applying please contact the recruitment team via recruitment@kctrust.co.uk

Equality, Diversity & Inclusion

At Kings Court Trust, we're committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience--nothing else.

We're proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do.

By applying for this role, you're sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy, available on our website.

Job Types: Full-time, Permanent

Pay: 32,000.00-37,000.00 per year

Benefits:

Additional leave Casual dress Company events Company pension Cycle to work scheme Enhanced maternity leave Enhanced paternity leave Health & wellbeing programme Life insurance Sick pay Work from home
Work Location: Hybrid remote in Bristol BS1 3LE

Reference ID: SDAPEM