Probate Administrator

South Croydon | Permanent | Full-Time Salary: Competitive and dependent on experience

Seeking an experienced and highly organised Probate Administrator to join our growing team in South Croydon. This is an excellent opportunity for a knowledgeable probate professional who can hit the ground running and provide vital support within a busy probate department.

Due to an upcoming team departure and an increasing workload, we are looking for a committed individual with hands-on probate administration experience who can manage case files efficiently while delivering a high standard of client care.

The Role

As Probate Administrator, you will play a key role in the administration of estates from initial instruction through to completion. You will be responsible for managing a varied caseload of probate matters, supporting clients throughout the process, and ensuring files progress smoothly and accurately.

This role requires someone with genuine practical probate experience and the confidence to work independently while collaborating closely with the wider probate team.

Key Responsibilities

Setting up new probate files and managing case administration from instruction through to completion
Gathering and collating estate and asset information from financial institutions and third parties
Preparing probate documentation and applications for submission to the Probate Registry
Assisting with inheritance tax assessments and related documentation
Liaising with banks, building societies, investment providers, utility companies, and other organisations
Maintaining accurate file records and case management systems
Providing regular updates and support to clients throughout the probate process
Chasing outstanding information and documentation to ensure cases progress efficiently
Supporting the team in managing workloads and reducing case backlogs
Ensuring all work is completed accurately and in accordance with company procedures and relevant regulations

About You

Essential Requirements

Previous experience working as a Probate Administrator, Probate Case Handler, Estate Administrator, or similar position
Proven hands-on experience administering probate matters and estates
Strong understanding of probate processes and estate administration
Experience handling probate applications and estate-related correspondence
Excellent administrative, organisational, and communication skills
Ability to manage multiple cases effectively and work independently
High attention to detail and accuracy

Desirable Requirements

Experience using Exizent or other probate case management software
Knowledge of trusts and charitable legacies
Experience providing client onboarding and regular client updates
Background within a solicitor's practice, will-writing company, or probate specialist organisation

What We're Looking For

We are particularly interested in candidates who:

Have practical rather than purely academic probate knowledge
Can quickly take ownership of work and contribute from day one
Are looking for a long-term career opportunity
Demonstrate commitment, reliability, and professionalism
Thrive in a busy environment and enjoy helping clients through sensitive matters