Probate Legal Assistant / Case Handler

ELM Legal Services is an award-winning estate planning firm based in Bristol. We've been helping families across the UK with Wills, Lasting Powers of Attorney, Trusts, and Probate since 2000. With over 30,000 clients, we're growing our Probate team and looking for someone who shares our commitment to guiding clients through one of the most difficult times of their lives with care, clarity, and professionalism.

About the role

The level of responsibility will reflect your experience. If you're earlier in your legal career, you'll provide essential administrative and client support to our probate case handlers. If you're more experienced, you'll manage your own caseload from instruction through to estate administration, with appropriate supervision and support.

What you’ll be doing

• Acting as a first point of contact for new and existing enquiries
• Liaising with clients, financial institutions, and solicitors in connection with grant applications
• Preparing correspondence and supporting documentation
• Maintaining accurate records and keeping clients informed at every stage
• Working collaboratively within a wider team

What we’re looking for

• Experience in a legal or professional environment
• Experience in probate or estate administration (desirable, but not required)
• Excellent communication skills, both written and verbal
• Personable and enthusiastic, with strong people skills
• Strong organisational skills with the ability to manage multiple cases efficiently
• Good IT skills with the ability to adapt to new software or case management systems

Formal qualifications (such as CILEX or STEP) are welcome but not required.

What we offer

• Flexible hours - part-time or full-time available
• A supportive team environment
• A firm that takes real pride in looking after its clients
• Fully funded training and development opportunities to help you grow

Pay: £20,000.00-£35,000.00 per year

Benefits:

• Company pension

Work Location: In person