Probate Advisor

Keep Families Together. Make a Difference.

If you’re empathetic, driven, great with people, and love helping customers then this is your next big move!

Location: Chaddesden, Derby, DE21 6BF

Salary: £21,158 (basic salary for under 21) – £24,785 (basic salary for over 21) + uncapped commission structure - Average OTE £35,000 per annum

Working Hours: Monday - Friday 9-5 on-site

Start Dates: ASAP

Recruitment Process: 20 minute virtual screening call with the recruitment team, 1 hour in person interview at our Head Office in Derby

About us

At Right Legal Group, we’re not just a law firm - we’re on a mission to change how people think about Wills, Probate, and Estate Planning.

We are a modern, people‑first legal services company on a mission to make the law simple, human, and accessible. We help families protect what matters most through clear conversations, genuine care, and a service that puts people at the heart of everything. This is all encompassed within our purpose of ‘Keeping Families Together’.

We’re not traditional. We’re not corporate. We’re a fast‑growing team of confident communicators, problem‑solvers, and big personalities who love making a real difference in people’s lives.

At RLG, your voice matters, your growth is supported, and your personality is your biggest asset. We celebrate wins, back each other, and create a workplace where ambition thrives and teamwork comes naturally.

Join us and help redefine the future of legal services, one meaningful conversation at a time!

About our Probate Team

At Right Legal Group, our Probate team play a vital role in administering someone’s estate after they’ve passed away, ensuring their wishes are carried out and their assets are managed correctly. While that might sound technical, at its heart probate is about supporting people during a difficult and emotional time.

As a Probate Advisor, you’ll guide clients through the entire process from the initial conversation through to final estate closure. You will help executors and families understand what needs to be done, take the pressure off them, and make everything as straightforward and stress-free as possible.

Our team combines practical expertise with genuine empathy, offering clear advice, handling the details, and always being there to answer questions and provide reassurance when it matters most.

The Opportunity

We’ll give you full training from the outset though our bespoke training academy in Derby! We will provide mentorship, guidance and real responsibility from day one.

This is not your typical legal role. You don’t need a law degree or legal background to succeed here. What matters most is your ability to connect with people, communicate clearly, and deliver a supportive, high-quality experience during what can be an emotional time.

You’ll guide clients through the probate process from start to finish, building trust with executors and beneficiaries while ensuring everything runs smoothly, professionally, and efficiently.

What You’ll Be Doing

This role is perfect for someone who enjoys talking to people, understanding their needs, and guiding them through important decisions. In this role, you will be:

Managing your own caseload of probate matters from initial instruction through to final completion
Supporting clients via phone, video calls, and face-to-face meetings
Explaining the probate process in a simple, clear, and empathetic way
Keeping clients regularly updated and confident in what’s happening
Using our case management systems to track and progress cases accurately
Working collaboratively with colleagues across the business
Identifying when clients may benefit from additional services and making appropriate referrals
Helping deliver an outstanding, consistent client experience aligned with our values

Who We’re Looking For

This role is ideal if you have:

Empathy and emotional intelligence – you genuinely care about helping people
Strong customer service or sales experience – you know how to build trust and relationships
Excellent communication skills – you can explain complex things simply and clearly
Organisation and attention to detail – you stay on top of tasks and manage your time well
A proactive mindset – you take ownership and see things through
A team-first attitude – you enjoy working collaboratively

Experience in customer-focused roles, sales, or advisory positions is highly valued as this is where great Probate Advisors really shine!

Why Join Us?

Empowering Culture with our workplace built on empowerment and ownership, where collaboration replaces hierarchy!

Annual career planning support, giving employees the opportunity annually to submit a Personal Business Plan, where you can share your ambitions (professionally, financially and personally) with the directors, and we work with them to achieve those goals.
Professional Development Qualification where our people have the opportunity annually to apply for a qualification to be funded by the business.
Health Benefits through Westfield Health, we provide access to physical and mental health support, including 24/7 well-being resources and those “healthy extras” we all deserve
We offer 22 days’ holiday (plus bank holidays), Increasing to 25 days after 2 years continuous service with us
Team Celebrations and Events, from fun socials to company get-togethers, there’s always something happening at RLG to bring us together.
Pension Contributions through our provider, NEST

We’re committed to building a diverse and inclusive team where everyone can thrive. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply.

For any queries on this role, please email [email protected]

Join us and be part of something meaningful.

Company Overview

Please visit https://www.rightlegalgroup.com for more information

Pay: £21,158.00-£24,785.00 per year