Key skills
Agile
About this role
Role Overview
- Work closely with our Trust Manager on the day-to-day management of a complex portfolio of trusts.
- Deal with complex private client matters including wills and probate, Lasting Powers of Attorney, trusts, Capital Gains tax and estate planning.
- Provide training and support to legal administrators or paralegals interested in trust administration.
Requirements
- Experience of trust administration, with technical knowledge of trust law and tax implications would be advantageous but not essential
- Knowledge of preparing simple trust accounts and experience using the accountancy program CCH would be beneficial
- Experience of working within a private client team or a professional services environment
- Excellent attention to detail
- Strong interpersonal and organisational skills and have a client focused approach.
Benefits
- 25 days’ holiday (increasing to 32 days through our loyalty recognition programme)
- Private medical insurance
- Life assurance
- Income protection insurance
- Opportunities to get involved in our colleague committees to make a real impact in the local community
- Flexible and agile working environment