Head of Probate

OverviewAt Right Legal Group, we are reshaping legal services to be clear, accessible, and truly client-focused. Traditional legal processes can feel overwhelming, but our mission is to simplify them, offering expert guidance with confidence and care.

As specialists in estate planning and wills, we go beyond financial security helping people leave behind emotional legacies, ensuring that their values, stories, and wishes are carried forward for generations.

At the heart of everything we do is a commitment to keeping families together, providing tailored legal solutions that offer peace of mind, protection, and continuity. Our team thrives on innovation, collaboration, and meaningful impact for the clients we serve and the professionals who make it happen.

The Opportunity: Head of ProbateAs the Head of Probate, you will lead and develop a team of Probate Managers who each look after a team of legal advisors, ensuring excellence in legal advice, client service, compliance, and business performance. You will drive team engagement, foster a culture of continuous improvement, and contribute to the department’s growth and success. This role is pivotal in delivering high-quality legal services while supporting the commercial objectives of Right Legal Group.

What You’ll Do: Key Responsibilities

Lead, mentor, and coach both new and experienced Probate Team Managers to enhance their legal expertise and client service delivery.

Conduct regular 1:1s, performance reviews, and structured team meetings to support development and engagement.

Travel across our branch network which is Nationwide to embed/enhance the probate client journey as and when necessary.

Foster a positive, inclusive, and high-performance culture aligned with Right Legal Group’s values.

Promote collaboration and knowledge sharing within the team and across departments.

Manage performance proactively by setting clear expectations, addressing underperformance, and recognising high achievement.

Support the recruitment and selection process for new Legal Advisors, ensuring candidates align with the firm’s values and service standards.

Work closely with the HR and Training teams to support internal communications and promote employee engagement initiatives.

Legal and Compliance

Oversee and manage a very small caseload as and when necessary of complex or problematic estates or trusts

Ensure all team members adhere to SRA regulations and internal compliance standards.

Monitor case quality and implement best practices to maintain high legal and ethical standards.

Act as a role model for professionalism, integrity, and client care.

Review matters and audit reports regularly to maximise quality and ensure consistency in legal service delivery.

Utilise the case management system effectively to optimise the progression and timely resolution of matters.

Proactively keep up to date with changes in legislation and market conditions to ensure your team’s advice remains current and relevant.

Ensure all legal documents are completed in accordance with SRA requirements and internal quality standards.

Ensure risks and issues are documented and mitigated against in so far as possible

Make recommendations to Legal Services Director for changes to systems and/or processes which could have a positive impact on the business’s gross profit margin and/or mitigation of risk

Client Experience

Ensure clients receive the Rightprobate process efficiently and effectively, maintaining high service standards.

Maximise client feedback to identify opportunities for local service improvements.

Facilitate feedback collection through client review sites to enhance transparency and reputation.

Work collaboratively with Probate Managers to resolve client complaints in line with the complaints policy, ensuring timely and fair resolutions.

Monitor client satisfaction metrics to drive continuous service enhancement and responsiveness.

Work collaboratively with other Heads of Department to improve client outcomes, service delivery and employee engagement.

Performance

Analyse performance data to identify trends, risks, and opportunities for improvement.

Implement strategies to improve service delivery, client engagement, and commercial outcomes.

Review Work in Progress and potential impact to the division to create a robust division with an ability to in-take large WIP acquisitions without affecting existing client service deliverables

Collaborate with the Legal Services Director to support department-level initiatives and referral partner performance.

Drive monthly and annual targets through effective planning and team motivation.

Review division PandL to ensure profitability of the division on an on-going basis

Support local marketing campaigns by conducting meetings with community groups and organizations.

Act as an ambassador for the division, building commercial relationships to drive referrals and raise brand awareness.

You have strong legal experience in a large practice with high volume of caseload, ideally in private client or conveyancing where strict process adherence is essential.

Possess exceptional communication and stakeholder management skills and a passion for delivering outstanding client service.

You have proven ability to lead by example, maintaining the highest standards of professionalism and compliance.

You have dedication to supporting, mentoring, and developing team members.

You are A results-driven mindset with the ability to motivate and inspire others. Ideally with a proven record of owning/maintaining a budget or full PandL.

Possess strong problem-solving skills, with the ability to identify issues and implement effective solutions.

You have high energy and drive to support the team in achieving monthly and yearly targets.

You have the ability to think commercially and strategically

Why Join Right Legal Group?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 25 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

The Application Process

Intro call with our recruitment team

1st stage Teams call interview with our Legal Director

2nd stage in person interview with our Legal Director and a member of the senior leadership team

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management

Industries

Legal ..... full job details .....