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Job Reference: HP281

Senior Trustee Service Adviser

  • Location: Ipswich
  • Position: Senior Trustee Service Adviser
  • Type: Permanent, full-time
  • Salary: £50,000 - £60,000 per annum
  • Team contact: Hollie Preston

Job Description

Senior Trustee Services Adviser – Ipswich - £50,000 to £60,000 p.a. with hybrid working available

A rare opportunity for a candidate with knowledge of the laws surrounding wills and lasting powers of attorney and some experience of dealing with these, to work in a non-legal environment for a professional services firm, based in their Ipswich office but with some working at home each week.

You will be dealing with all aspects of the will writing and power of attorney services, administration of estates and some trusts, including preparation of accounts. You will also assist junior members of the team with their training and development.

Our client is an award-winning firm in their field who genuinely support continued learning and development and reward individual contribution to its continued success. For the right person STEP training will be supported, if not already qualified.

Required Skills:

  • Knowledge of Trust Law, Income Tax, Capital Gains Tax, Inheritance Tax and accounting principals

  • Strong communication skills in reporting to beneficiaries and Co-Executors and Trustees

  • Technical accounting skills in preparing Executorship and Trust accounts that cover the history of the Estate or Trust.

  • The ability to deal with other professionals during the administration of estates and trusts.

  • A good knowledge of the software packages relating to the production of Wills is desirable

  • Full UK driving licence (client visits and/or visits to empty properties will be a requirement of the job holder)

Benefits include:
  • Discretionary Company Bonus Scheme

  • Group Death in Service (4 x Salary)

  • Group Income Replacement (Up to 75% of Salary, payable after 26 weeks of sickness)

  • Private Medical Insurance (Optional)

If you like the look of this role apply now.
Alternatively for more information and a confidential discussion please contact Hollie Preston at Errington Legal Recruitment. 

Please be aware that salaries listed are estimates based on market averages and may vary dependent on experience.  

To apply call us on 01223 803 813

Team Contact: Hollie Preston

Hollie specialises in private client solicitor recruitment as well as the hiring of legal support professionals. (Paralegals, Legal Secretaries, HR, Finance & Marketing). Hollie has an understanding of both sides of the recruitment process, having experienced being both a hiring manager, and a candidate. She therefore appreciates the importance of correctly assessing the needs of the individu…

Testimonial

Errington Legal provided a personal, tailored and friendly service. They listened carefully to the kind of firm that I wanted to work for and the nature of work in which I hoped to be involved then made targeted suggestions based on this. They outlined a range of options to me but were careful not to waste my time or that of firms by putting me forward for interviews for roles which were not aligned with what I was looking for. They also spent time with me in the run up to the interview helping me to prepare. As a result, they found me a role at a firm where I am extremely happy and doing a job which I love, for which I will always be immensely grateful.
Solicitor - Commercial Property/ Agriculture

Locations

Errington Legal are out of London Legal Recruitment specialists with offices in:

Milton Keynes

Address:
Errington Legal Recruitment
Milton Keynes
Buckinghamshire

Cambridge

Address:
20 Station Road
Cambridge
Cambridgeshire
CB1 2JD

T: 01223 803814

Suffolk

Address:
61 Abbeygate Street
Bury St Edmunds
Suffolk
IP33 1LB

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