Associate Probate Case Manager (internally known as Associate Personal Estate Manager)
£32,000 - £37,000 per annum + Quarterly bonus incentive
Full or Part Time, Permanent
Flexible location - Working from home and our Bristol office (hybrid)
We are looking for an experienced Associate Personal Estate Manager to join us at an extremely exciting time in the business’s growth, to help us deliver our award-winning estate administration service to our clients.
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.
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:
- 25 days Holiday Entitlement (Increasing annually to 30)
- Buy or Sell up to 5 days holiday per year
- Health Cash Plan – Cash back for Dental, optical and other treatments
- PERKS – Employee discounts across a range of high street products
- Quarterly bonus incentive
- Income protection insurance
- Life assurance policy
- Company pension (Matched contribution up to 5%)
- 12 weeks Enhanced Parental leave policy
- 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 and 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.
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.
