Role details

Probate Executive

Cardiff   •  Permanent

Bullet points

  • Opportunity to study for STEP qualifications.
  • Newly created role due to changes in legislation.

About Our Client

The client is a leading independent accountancy practice in Cardiff. They offer the full range of accountancy services, and are now ramping up their probate offering in response to recent changes in legislation. This position will sit within their Private Client Tax team. The client is committed to staff development and as a result, there may be the opportunity to complete the STEP qualifications for the successful candidate.

Job Description

The Probate Executive role will involve managing a caseload of files and include communicating on the telephone and corresponding with clients, beneficiaries, asset holders, HM Revenue & Customs, HMCTS and other third parties.

The Successful Applicant

This is a newly created role and the successful candidate will benefit from the support of a very experienced team, however they will be expected to have sound organisational, written and time management skills as well as a good eye for detail. Previous exposure to probate work preferably gained in a legal firm is essential.

What's on Offer

Competitive Salary and opportunity for STEP qualification.

Apply for this job

Click the Apply or LinkedIn button below or contact Bruce Douglas on +44 2920 642 030 quoting job reference 13680690
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