About Steele Rose
Steele Rose is a well-established, client-focused legal and probate services firm specialising in estate administration, will drafting, and associated legal matters. We pride ourselves on delivering a highly personal and compassionate service during what is often a challenging time for our clients. Our dedicated team works with empathy, efficiency, and integrity—making every effort to support families through the probate process with care and clarity.
We are committed to upholding the highest standards of professionalism and service, while fostering a respectful, inclusive, and collaborative working environment for our team.
Role Purpose
To manage and progress assigned legal casework accurately and efficiently within a client team, ensuring compliance with legal and regulatory requirements and a consistently high standard of client care.
The Case Handler retains responsibility for the progression, accuracy, and integrity of their allocated matters, while working collaboratively with the Account Manager to ensure work is completed efficiently and to a high standard.
Key Responsibilities
Case Management & File Progression
- Manage and progress assigned casework in line with internal procedures, legal requirements, and regulatory standards.
- Take ownership of allocated matters, ensuring tasks are progressed proactively and not left awaiting instruction or follow-up.
- Maintain accurate, complete, and up-to-date file records, case notes, and documentation.
- Identify risks, inconsistencies, or delays within files and take appropriate action, including escalation where required.
- Operate confidently within a regulated environment, ensuring compliance with GDPR, SRA requirements, and internal policies.
Administrative Accuracy & Documentation
- Retain responsibility for ensuring that documentation on files is accurate, complete, and properly recorded.
- Work with the Legal Assistant to share administrative tasks appropriately, while maintaining oversight of file quality and completeness.
- Use internal systems, checklists, and templates to support accuracy and consistency.
Team Working & Collaboration
- Work closely with the Legal Assistant within the client team, supporting one another as required to ensure smooth file progression.
- While each role has defined responsibilities, a flexible and collaborative approach is expected to meet client and team needs.
- Liaise with the Account Manager to provide updates on progress, highlight issues, and support effective client communication.
- Escalate workload concerns or capacity issues proactively via existing line management routes.
Client Care & Professional Standards
- Communicate with clients in a clear, professional, and empathetic manner, recognising the sensitive nature of probate and estate administration.
- Handle confidential and sensitive information with care and discretion at all times.
- Uphold Steele Rose’s professional standards in all written, verbal, and system-based interactions.
Team Working
This role forms part of a client team and requires a collaborative and flexible approach. Team members are expected to support one another as needed to ensure work is completed efficiently, deadlines are met, and clients receive a high-quality service. While responsibilities are clearly defined, successful outcomes rely on shared teamwork and open communication.
Skills & Attributes
Essential
- Strong attention to detail and commitment to accuracy and quality.
- Ability to manage and prioritise a personal caseload independently.
- Clear and empathetic written and verbal communication skills.
- Sound judgement, with the ability to identify risks and escalate appropriately.
- Confidence working within a regulated and process-driven environment.
- Willingness to work collaboratively and flexibly within a team structure.
Desirable
- Experience in probate, estate administration, or legal services.
- Familiarity with case management systems and legal documentation.
- Experience working in a regulated or compliance-focused environment.
Culture & Behaviours
Steele Rose is built on professionalism, integrity, respect, empathy, and accountability. All colleagues are expected to demonstrate the following behaviours:
Client Care & Professionalism
- Treat clients with dignity, empathy, and patience.
- Communicate clearly and professionally, balancing compassion with accuracy.
- Maintain confidentiality and adhere strictly to legal and regulatory requirements.
- Represent Steele Rose positively in all interactions.
Quality, Ownership & Delivery
- Take responsibility for progressing tasks and meeting deadlines.
- Plan and prioritise workload effectively.
- Maintain high standards of accuracy and attention to detail.
- Keep colleagues and clients informed of progress or delays.
Communication & Collaboration
- Listen actively and ask clarifying questions.
- Tailor communication to the audience and situation.
- Share information openly and work cooperatively within the team.
- Offer support during busy periods and contribute to a positive working environment.
Judgement, Integrity & Accountability
- Use sound judgement and escalate where appropriate.
- Follow policies, procedures, and regulatory requirements.
- Take responsibility for errors and resolve issues constructively.
- Uphold Steele Rose’s reputation at all times.
Adaptability & Continuous Improvement
- Remain open to change and new systems.
- Manage shifting priorities effectively.
- Suggest practical improvements to processes and ways of working.
Leadership & Ownership (All Roles)
- Take ownership of responsibilities and follow through on commitments.
- Speak up about risks or improvement opportunities.
- Model Steele Rose values in daily conduct.
Skills & Core Competencies
All roles require:
- Strong verbal and written communication skills.
- Excellent organisation and time-management.
- High accuracy and attention to detail.
- Ability to prioritise and manage multiple responsibilities.
- Confidence working independently and as part of a team.
- Professional judgement and a solution-focused approach.
Commitment to confidentiality and regulatory compliance
Job Types: Full-time, Permanent
Benefits:
- Company events
- Company pension
- Health & wellbeing programme
- On-site parking
- Sick pack
Work Location: In person
Pay: From £25,000.00 per year
Benefits:
- Bereavement leave
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Paid volunteer time
- Sick pay
Work Location: In person
