Job Description

M+A Partners is a progressive Firm of Chartered Accountants, Tax Specialists and Business Advisers. Our Vision is to be the Firm of choice, through our team fulfilling their potential and delivering exceptional client service.

The Role

Do you have experience working in the field of Probate, Wills and preparation of Lasting Powers of Attorney and a desire to develop your career? If so, we have an exciting opportunity for you to join our dynamic team as a Probate and Wills Executive. You will work closely with our Lead Partner heading our Probate service and our Private Client team. The role involves working collaboratively with the Lead Partner and departmental colleagues in the management of a caseload of deceased estates with an interesting range of complexities, including interaction with foreign jurisdictions, agricultural and business property relief, quick succession relief and resulting trusts. The candidate is expected to demonstrate strong technical skills and a real desire and commitment to continuing learning and professional development.

While the role is expected as full-time, candidates with suitable experience and qualifications may be considered for part-time hours (minimum 30 hours per week). We offer flexible working arrangements including hybrid options.

Duties include, but are not limited to

:

Taking and receiving client instructions including client enquires via email and
telephone and confidence to meet clients in person.

Assessing technical issues and implications arising. Reviewing documents prepared by colleagues including IHT400s and associated schedules, both online and paper probate applications. Drafting complex IHT returns and relief claims. Drafting Wills, LPAs after taking instructions from clients and/or the Lead Partner Correspondence with clients and financial institutions Training and mentoring team members with their professional and technical development. Assisting the Lead Partner in managing our regulatory reviews. Handling sensitive and complex matters in a professional and objective manner. Promoting and contributing to the Vision and Values of M+A Partners. Maintaining an up-to-date profile and active presence on LinkedIn to enhance professional networking and promote firm-wide initiatives (training can be provided).

The Candidate:

Proven experience of working to a good level within a Probate, Wills and Private Client team, in either a law firm or accountancy practice holding a Probate Licence. Ideally holding a STEP diploma but study support may be considered for those working towards diploma qualification. Excellent written and verbal communication skills. Ability to demonstrate empathy with clients who have suffered a bereavement. Excellent I.T skills and proficiency in usual Office 365 - Outlook/Word/Excel. Full training in the use of our in-house software packages will be provided. A strong work ethic with very good client handling skills. A friendly manner and the ability to work collaboratively as part of a team. Attention to detail, accuracy and thoroughness are essential. Flexibility and the ability to prioritise tasks. Discretion and confidentiality are essential. Proactive and able to use initiative to solve problems. Hold a valid driving licence.

Our Values

+ Honesty - we hold ourselves to the highest level of openness, fairness and transparency in everything we do and expect the same from others with whom we work.

+ Commitment - we are bound by hard work, shared objectives and always striving to find the best outcomes for our clients, as well as by supporting the professional and personal growth of our team.

+ Teamwork - we foster a collaborative environment which embraces individual strengths in order to achieve more together.

+ Integrity - we conduct ourselves morally, ethically and honourably, and always strive

to do the right thing.

+ Respect - we treat clients and colleagues with consideration, empathy and dignity,

maintaining a positive, diverse and inclusive workplace culture.

+ Excellence - we aim to consistently provide the highest quality advice and solutions rooted in expertise, pursuing continuous improvement to ensure our clients receive exceptional service.

Our Benefits

Competitive salary commensurate with your experience and benefits package including 25 days annual leave, bank holidays plus 1 day birthday leave and volunteering leave. Opportunity for progression within the Firm.
Job Types: Full-time, Part-time, Permanent

Benefits:

Additional leave Casual dress Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Gym membership Health & wellbeing programme Life insurance Paid volunteer time Private medical insurance Referral programme Sick pay Store discount Work from home
Schedule:

Day shift Monday to Friday No weekends
Licence/Certification:

Driving Licence (required)
Work Location: In person

Reference ID: WILPROBEXEC2025